Tiller Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tiller Private Wealth’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 Q1	–	Sell	-4,880	Closed	-$209K	–	60
2024 Q4	$209K	Sell	4,880 -120	-2%	-$5.45K	0.09%	53
2024 Q3	$220K	Buy	+5,000	New	+$224K	0.09%	53
2019 Q1	–	Sell	-82,812	Closed	-$2.38M	–	38
2018 Q4	$2.38M	Sell	82,812 -90,168	-52%	-$3.02M	2.09%	13
2018 Q3	$6.55M	Buy	172,980 +350	+0.2%	+$13.1K	4.57%	10
2018 Q2	$6.55M	Buy	172,630 +460	+0.3%	+$17.1K	4.58%	10
2018 Q1	$5.8M	Buy	172,170 +20,074	+13%	+$710K	4.17%	11
2017 Q4	$5.5M	Buy	152,096 +4,550	+3%	+$157K	4.17%	9
2017 Q3	$5.05M	Buy	147,546 +71,000	+93%	+$2.31M	3.94%	10
2017 Q2	$2.48M	Buy	76,546 +34,250	+81%	+$1.15M	1.95%	19
2017 Q1	$1.48M	Buy	42,296 +4,260	+11%	+$154K	1.17%	22
2016 Q4	$1.43M	Buy	38,036 +1,590	+4%	+$57.5K	1.12%	22
2016 Q3	$1.29M	Buy	36,446 +6,040	+20%	+$207K	1.08%	21
2016 Q2	$1.04M	Buy	30,406 +8,000	+36%	+$264K	0.87%	23
2016 Q1	$693K	Buy	+22,406	New	+$650K	0.59%	25

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Tiller Private Wealth's XLE Position: Q1 2025 in Review

Tiller Private Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 4,880 shares — an estimated $209K sold.

Tiller Private Wealth first reported a position in XLE in Q1 2016 and held it in 14 quarters. The position peaked at $6.55M in Q2 2018. 1,842 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Tiller Private Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Tiller Private Wealth sold 4,880 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $209K.
Tiller Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 14 quarters.
Tiller Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $6.55M in Q2 2018.
1,842 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Tiller Private Wealth's 13F filing for Q1 2025, filed 9 May 2025.