TCFG Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TCFG Wealth 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 Q3	–	Sell	-14,980	Closed	-$635K	–	292
2025 Q2	$635K	Buy	+14,980	New	+$624K	0.29%	91

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

TCFG Wealth Management's XLE Position: Q3 2025 in Review

TCFG Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 14,980 shares — an estimated $635K sold.

TCFG Wealth Management first reported a position in XLE in Q2 2025 and held it in 1 quarter. The position peaked at $635K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

TCFG Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
TCFG Wealth Management sold 14,980 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $635K.
TCFG Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
TCFG Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $635K in Q2 2025.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.