Soundwatch Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Soundwatch Capital’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	–	Sell	-4,044	Closed	-$884K	–	148
2025 Q2	$884K	Buy	+4,044	New	+$168K	0.15%	79

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Soundwatch Capital's XLE Position: Q3 2025 in Review

Soundwatch Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 4,044 shares — an estimated $884K sold.

Soundwatch Capital first reported a position in XLE in Q2 2025 and held it in 1 quarter. The position peaked at $884K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Soundwatch Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Soundwatch Capital sold 4,044 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $884K.
Soundwatch Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
Soundwatch Capital's State Street Energy Select Sector SPDR ETF position peaked at $884K in Q2 2025.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.