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

Studio Investment Management’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 Q2	–	Sell	-1,514	Closed	-$70.7K	–	311
2025 Q1	$70.7K	Buy	1,514 +256	+20%	+$11.5K	0.01%	194
2024 Q4	$53.9K	Buy	1,258 +382	+44%	+$17.4K	0.01%	193
2024 Q3	$38.5K	Buy	876 +328	+60%	+$14.7K	0.01%	200
2024 Q2	$25K	Buy	548 +200	+57%	+$9.31K	0.01%	204
2024 Q1	$16.4K	Buy	348 +116	+50%	+$4.98K	﹤0.01%	225
2023 Q4	$9.73K	Buy	+232	New	+$9.92K	﹤0.01%	222

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Studio Investment Management's XLE Position: Q2 2025 in Review

Studio Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 1,514 shares — an estimated $70.7K sold.

Studio Investment Management first reported a position in XLE in Q4 2023 and held it in 6 quarters. The position peaked at $70.7K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Studio Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 1,514 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $70.7K.
Studio Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Studio Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $70.7K in Q1 2025.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.