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Summit X LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Summit X LLC’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 		– Sell
-11,622
Closed -$493K – 241
2025
Q2 		$493K Sell
11,622
-74
-0.6% -$3.08K 0.09% 146
2025
Q1 		$546K Buy
11,696
+330
+3% +$14.9K 0.11% 120
2024
Q4 		$487K Buy
11,366
+1,162
+11% +$52.8K 0.11% 125
2024
Q3 		$465K Buy
10,204
+1,422
+16% +$63.6K 0.11% 120
2024
Q2 		$400K Buy
8,782
+986
+13% +$45.9K 0.09% 146
2024
Q1 		$368K Buy
7,796
+1,814
+30% +$77.9K 0.09% 137
2023
Q4 		$251K Buy
5,982
+286
+5% +$12.2K 0.07% 159
2023
Q3 		$257K Buy
+5,696
New +$249K 0.08% 149
2022
Q4 		– Sell
-9,804
Closed -$355K – 264
2022
Q3 		$355K Buy
+9,804
New +$371K 0.1% 191

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Summit X LLC's XLE Position: Q3 2025 in Review

Summit X LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 11,622 shares — an estimated $493K sold.

Summit X LLC first reported a position in XLE in Q3 2022 and held it in 9 quarters. The position peaked at $546K in Q1 2025. 1,741 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Summit X LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 11,622 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $493K.
  • Summit X LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 9 quarters.
  • Summit X LLC's State Street Energy Select Sector SPDR ETF position peaked at $546K in Q1 2025.
  • 1,741 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.