TFC Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TFC Financial 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 Q4	–	Sell	-48	Closed	-$2.15K	–	1063
2025 Q3	$2.15K	Buy	+48	New	+$2.1K	﹤0.01%	548

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

MMH

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

TFC Financial Management's XLE Position: Q4 2025 in Review

TFC Financial Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 48 shares — an estimated $2.15K sold.

TFC Financial Management first reported a position in XLE in Q3 2025 and held it in 1 quarter. The position peaked at $2.15K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

TFC Financial Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 48 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $2.15K.
TFC Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
TFC Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $2.15K in Q3 2025.
1,860 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.