Strata Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strata Wealth Advisors’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 Q4	–	Sell	-9,202	Closed	-$411K	–	104
2025 Q3	$411K	Hold	9,202	–	–	0.11%	66
2025 Q2	$390K	Hold	9,202	–	–	0.11%	56
2025 Q1	$430K	Sell	9,202 -60	-0.6%	-$2.71K	0.13%	52
2024 Q4	$397K	Hold	9,262	–	–	0.12%	56
2024 Q3	$407K	Hold	9,262	–	–	0.13%	53
2024 Q2	$422K	Hold	9,262	–	–	0.15%	50
2024 Q1	$437K	Sell	9,262 -756	-8%	-$32.5K	0.15%	49
2023 Q4	$420K	Hold	10,018	–	–	0.17%	50
2023 Q3	$453K	Buy	+10,018	New	+$438K	0.22%	36

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

MMH

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Strata Wealth Advisors's XLE Position: Q4 2025 in Review

Strata Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 9,202 shares — an estimated $411K sold.

Strata Wealth Advisors first reported a position in XLE in Q3 2023 and held it in 9 quarters. The position peaked at $453K in Q3 2023. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Strata Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Strata Wealth Advisors sold 9,202 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $411K.
Strata Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 9 quarters.
Strata Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $453K in Q3 2023.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Strata Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.