Tyler-Stone Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tyler-Stone 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 Q2	$2.03M	Sell	47,950 -26	-0.1%	-$1.08K	0.33%	60
2025 Q1	$2.24M	Buy	47,976 +24	+0.1%	+$1.08K	0.4%	53
2024 Q4	$2.05M	Buy	47,952 +8	+0%	+$364	0.37%	54
2024 Q3	$2.1M	Buy	47,944 +24,204	+102%	+$1.08M	0.4%	51
2024 Q2	$1.08M	Buy	23,740 +8	+0%	+$373	0.44%	44
2024 Q1	$1.12M	Sell	23,732 -44	-0.2%	-$1.89K	0.5%	40
2023 Q4	$997K	Sell	23,776 -114	-0.5%	-$4.88K	0.5%	43
2023 Q3	$1.08M	Buy	23,890 +14	+0.1%	+$613	0.62%	36
2023 Q2	$969K	Buy	+23,876	New	+$972K	0.55%	38
2022 Q4	$1.03M	Buy	23,490 +218	+0.9%	+$9.49K	0.7%	32
2022 Q3	$838K	Buy	23,272 +614	+3%	+$23.2K	0.64%	32
2022 Q2	$810K	Sell	22,658 -472	-2%	-$18.9K	0.54%	38
2022 Q1	$884K	Buy	23,130 +682	+3%	+$23.6K	0.49%	44
2021 Q4	$623K	Buy	+22,448	New	+$634K	0.33%	65

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tyler-Stone Wealth Management's XLE Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.05% in Q2 2025, selling an estimated $1.08K and leaving 47,950 shares worth $2.03M. The position accounts for 0.33% of the portfolio, ranked #60.

Tyler-Stone Wealth Management first reported a position in XLE in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.24M in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Tyler-Stone Wealth Management held 47,950 shares of State Street Energy Select Sector SPDR ETF worth $2.03M as of Q2 2025.
Tyler-Stone Wealth Management sold 26 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $1.08K.
State Street Energy Select Sector SPDR ETF made up 0.33% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #60 holding.
Tyler-Stone Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.24M 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 Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.