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 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

MMH

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. 1,739 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.
1,739 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.