Sonora Investment Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sonora Investment Management Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Sell	5,060 -550	-10%	-$24.1K	0.02%	257
2025 Q2	$238K	Buy	5,610 +100	+2%	+$4.17K	0.02%	245
2025 Q1	$257K	Sell	5,510 -502	-8%	-$22.6K	0.02%	232
2024 Q4	$258K	Buy	6,012 +424	+8%	+$19.3K	0.02%	234
2024 Q3	$245K	Buy	5,588 +724	+15%	+$32.4K	0.02%	242
2024 Q2	$230K	Hold	4,864	–	–	0.02%	248
2024 Q1	$230K	Sell	4,864 -388	-7%	-$16.7K	0.02%	249
2023 Q4	$220K	Sell	5,252 -118	-2%	-$5.05K	0.02%	239
2023 Q3	$243K	Sell	5,370 -1,870	-26%	-$81.8K	0.02%	217
2023 Q2	$294K	Sell	7,240 -2,236	-24%	-$91.1K	0.02%	211
2023 Q1	$392K	Buy	9,476 +2,728	+40%	+$117K	0.03%	178
2022 Q4	$295K	Buy	+6,748	New	+$294K	0.03%	210

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Sonora Investment Management Group's XLE Position: Q3 2025 in Review

Sonora Investment Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q3 2025, selling an estimated $24.1K and leaving 5,060 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #257.

Sonora Investment Management Group first reported a position in XLE in Q4 2022 and has held it in 12 quarters since. The position peaked at $392K in Q1 2023. 1,739 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Sonora Investment Management Group held 5,060 shares of State Street Energy Select Sector SPDR ETF worth $226K as of Q3 2025.
Sonora Investment Management Group sold 550 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $24.1K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #257 holding.
Sonora Investment Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Sonora Investment Management Group's State Street Energy Select Sector SPDR ETF position peaked at $392K in Q1 2023.
1,739 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.