TruNorth Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-400
Closed -$18.7K 434
2025
Q1
$18.7K Buy
+400
New +$18K ﹤0.01% 308
2024
Q4
Sell
-170
Closed -$7.46K 420
2024
Q3
$7.46K Buy
+170
New +$7.6K ﹤0.01% 302

Other funds holding XLE

TruNorth Capital Management's XLE Position: Q2 2025 in Review

TruNorth Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 400 shares — an estimated $18.7K sold.

TruNorth Capital Management first reported a position in XLE in Q3 2024 and held it in 2 quarters. The position peaked at $18.7K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • TruNorth Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 400 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $18.7K.
  • TruNorth Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • TruNorth Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $18.7K in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.