SFI
XLE icon

SPC Financial Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SPC Financial Inc’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 		$2.44M Buy
54,570
+1,300
+2% +$56.9K 0.19% 74
2025
Q2 		$2.26M Sell
53,270
-800
-1% -$33.3K 0.19% 74
2025
Q1 		$2.53M Buy
54,070
+700
+1% +$31.6K 0.22% 74
2024
Q4 		$2.29M Buy
53,370
+450
+0.9% +$20.4K 0.2% 76
2024
Q3 		$2.32M Buy
52,920
+1,300
+3% +$58.1K 0.2% 75
2024
Q2 		$2.35M Buy
51,620
+1,400
+3% +$65.2K 0.22% 73
2024
Q1 		$2.37M Buy
50,220
+3,000
+6% +$129K 0.22% 71
2023
Q4 		$1.98M Buy
47,220
+750
+2% +$32.1K 0.2% 72
2023
Q3 		$2.1M Buy
46,470
+750
+2% +$32.8K 0.24% 63
2023
Q2 		$1.86M Buy
45,720
+220
+0.5% +$8.96K 0.2% 67
2023
Q1 		$1.88M Sell
45,500
-238
-0.5% -$10.2K 0.21% 65
2022
Q4 		$2M Buy
45,738
+438
+1% +$19.1K 0.24% 63
2022
Q3 		$1.63M Buy
45,300
+4,932
+12% +$187K 0.2% 63
2022
Q2 		$1.44M Sell
40,368
-332
-0.8% -$13.3K 0.18% 68
2022
Q1 		$1.56M Buy
40,700
+650
+2% +$22.5K 0.18% 65
2021
Q4 		$1.11M Buy
40,050
+300
+0.8% +$8.48K 0.12% 77
2021
Q3 		$1.03M Buy
39,750
+550
+1% +$13.6K 0.13% 74
2021
Q2 		$1.06M Sell
39,200
-1,000
-2% -$26K 0.13% 71
2021
Q1 		$986K Buy
40,200
+400
+1% +$9.23K 0.13% 70
2020
Q4 		$754K Sell
39,800
-2,600
-6% -$44.8K 0.11% 86
2020
Q3 		$635K Buy
42,400
+3,400
+9% +$60.4K 0.11% 84
2020
Q2 		$738K Buy
39,000
+18,600
+91% +$346K 0.15% 75
2020
Q1 		$296K Buy
20,400
+11,300
+124% +$268K 0.08% 105
2019
Q4 		$273K Sell
9,100
-1,300
-13% -$38.6K 0.05% 119
2019
Q3 		$308K Hold
10,400
– – 0.07% 104
2019
Q2 		$331K Buy
10,400
+600
+6% +$19.2K 0.07% 109
2019
Q1 		$324K Buy
9,800
+1,600
+20% +$51.4K 0.07% 108
2018
Q4 		$235K Sell
8,200
-200
-2% -$6.69K 0.06% 113
2018
Q3 		$318K Sell
8,400
-338
-4% -$12.7K 0.06% 111
2018
Q2 		$332K Buy
8,738
+38
+0.4% +$1.41K 0.07% 105
2018
Q1 		$293K Buy
8,700
+1,426
+20% +$50.5K 0.07% 104
2017
Q4 		$263K Buy
7,274
+200
+3% +$6.88K 0.06% 112
2017
Q3 		$242K Buy
+7,074
New +$230K 0.06% 109
2017
Q2 		– Sell
-20,798
Closed -$727K – 115
2017
Q1 		$727K Sell
20,798
-1,000
-5% -$36.1K 0.2% 59
2016
Q4 		$821K Hold
21,798
– – 0.25% 52
2016
Q3 		$770K Sell
21,798
-700
-3% -$24K 0.25% 61
2016
Q2 		$768K Sell
22,498
-736
-3% -$24.3K 0.28% 63
2016
Q1 		$719K Buy
23,234
+3,170
+16% +$92K 0.27% 58
2015
Q4 		$605K Buy
20,064
+4,366
+28% +$144K 0.24% 68
2015
Q3 		$480K Sell
15,698
-300
-2% -$10.1K 0.21% 74
2015
Q2 		$601K Buy
15,998
+1,800
+13% +$71.4K 0.17% 74
2015
Q1 		$551K Buy
+14,198
New +$550K 0.15% 75

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
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

SPC Financial Inc's XLE Position: Q3 2025 in Review

SPC Financial Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.4% in Q3 2025, buying an estimated $56.9K and bringing the position to 54,570 shares worth $2.44M. The position accounts for 0.19% of the portfolio, ranked #74.

SPC Financial Inc first reported a position in XLE in Q1 2015 and has held it in 42 quarters since. The position peaked at $2.53M in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • SPC Financial Inc held 54,570 shares of State Street Energy Select Sector SPDR ETF worth $2.44M as of Q3 2025.
  • SPC Financial Inc bought 1,300 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $56.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.19% of SPC Financial Inc's portfolio in Q3 2025, its #74 holding.
  • SPC Financial Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 42 quarters since.
  • SPC Financial Inc's State Street Energy Select Sector SPDR ETF position peaked at $2.53M in Q1 2025.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.