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Summit Wealth Group (Colorado)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Summit Wealth Group (Colorado)’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
-17,392
Closed -$966K – 658
2025
Q3 		$966K Buy
+17,392
New +$761K 0.1% 172

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Summit Wealth Group (Colorado)'s XLE Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 17,392 shares — an estimated $966K sold.

Summit Wealth Group (Colorado) first reported a position in XLE in Q3 2025 and held it in 1 quarter. The position peaked at $966K in Q3 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 17,392 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $966K.
  • Summit Wealth Group (Colorado) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s State Street Energy Select Sector SPDR ETF position peaked at $966K in Q3 2025.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.