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

Stonegate Investment 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	$409K	Sell	9,152 -4,848	-35%	-$212K	0.01%	276
2025 Q2	$594K	Buy	+14,000	New	+$583K	0.01%	224

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

Stonegate Investment Group's XLE Position: Q3 2025 in Review

Stonegate Investment Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 35% in Q3 2025, selling an estimated $212K and leaving 9,152 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #276.

Stonegate Investment Group first reported a position in XLE in Q2 2025 and has held it in 2 quarters since. The position peaked at $594K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Stonegate Investment Group held 9,152 shares of State Street Energy Select Sector SPDR ETF worth $409K as of Q3 2025.
Stonegate Investment Group sold 4,848 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $212K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #276 holding.
Stonegate Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
Stonegate Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $594K 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 Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.