Tucker Asset 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
Q4
$114K Buy
2,556
+1,402
+121% +$62.4K 0.03% 173
2025
Q3
$51.5K Buy
+1,154
New +$50.5K 0.02% 179
2025
Q2
Sell
-2,346
Closed -$110K 361
2025
Q1
$110K Hold
2,346
0.04% 134
2024
Q4
$100K Buy
2,346
+204
+10% +$9.27K 0.01% 239
2024
Q3
$94K Sell
2,142
-882
-29% -$39.4K 0.02% 234
2024
Q2
$138K Sell
3,024
-362
-11% -$16.9K 0.03% 205
2024
Q1
$160K Buy
3,386
+340
+11% +$14.6K 0.04% 196
2023
Q4
$128K Sell
3,046
-4,626
-60% -$198K 0.03% 184
2023
Q3
$347K Buy
7,672
+2,204
+40% +$96.4K 0.09% 85
2023
Q2
$222K Sell
5,468
-112,634
-95% -$4.59M 0.06% 99
2023
Q1
$4.89M Buy
118,102
+114,874
+3,559% +$4.91M 1.46% 6
2022
Q4
$140K Buy
3,228
+338
+12% +$14.7K 0.05% 75
2022
Q3
$130K Hold
2,890
0.04% 66
2022
Q2
$103K Buy
2,890
+58
+2% +$2.33K 0.03% 42
2022
Q1
$108K Buy
2,832
+2,530
+838% +$87.6K 0.03% 42
2021
Q4
$8.36K Hold
302
﹤0.01% 239
2021
Q3
$8.68K Buy
+302
New +$7.48K ﹤0.01% 192

Other funds holding XLE

Tucker Asset Management's XLE Position: Q4 2025 in Review

Tucker Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 121% in Q4 2025, buying an estimated $62.4K and bringing the position to 2,556 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #173.

Tucker Asset Management first reported a position in XLE in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.89M in Q1 2023. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Tucker Asset Management held 2,556 shares of State Street Energy Select Sector SPDR ETF worth $114K as of Q4 2025.
  • Tucker Asset Management bought 1,402 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $62.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #173 holding.
  • Tucker Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
  • Tucker Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $4.89M in Q1 2023.
  • 1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.