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Summit Financial Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Summit Financial Strategies’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
2026
Q1 		$384K Sell
6,276
-22
-0.3% -$1.18K 0.03% 112
2025
Q4 		$282K Hold
6,298
– – 0.02% 130
2025
Q3 		$281K Buy
6,298
+130
+2% +$5.69K 0.02% 124
2025
Q2 		$262K Buy
6,168
+404
+7% +$16.8K 0.02% 126
2025
Q1 		$269K Hold
5,764
– – 0.03% 118
2024
Q4 		$247K Hold
5,764
– – 0.03% 124
2024
Q3 		$253K Buy
5,764
+1,102
+24% +$49.3K 0.03% 123
2024
Q2 		$212K Buy
4,662
+262
+6% +$12.2K 0.03% 134
2024
Q1 		$208K Buy
+4,400
New +$189K 0.03% 138
2022
Q3 		– Sell
-5,886
Closed -$210K – 126
2022
Q2 		$210K Buy
+5,886
New +$236K 0.05% 112

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return