Unisphere Establishment’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Unisphere Establishment’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	-404,600	Closed	-$18.1M	–	67
2025 Q3	$18.1M	Hold	404,600	–	–	0.14%	35
2025 Q2	$17.2M	Sell	404,600 -17,400	-4%	-$725K	0.14%	36
2025 Q1	$19.7M	Hold	422,000	–	–	0.17%	32
2024 Q4	$18.1M	Sell	422,000 -100,000	-19%	-$4.54M	0.16%	36
2024 Q3	$22.9M	Buy	522,000 +182,000	+54%	+$8.14M	0.22%	30
2024 Q2	$15.5M	Buy	340,000 +60,000	+21%	+$2.79M	0.16%	34
2024 Q1	$13.2M	Buy	280,000 +58,000	+26%	+$2.49M	0.13%	35
2023 Q4	$9.31M	Buy	+222,000	New	+$9.49M	0.1%	47

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

Unisphere Establishment's XLE Position: Q4 2025 in Review

Unisphere Establishment sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 404,600 shares — an estimated $18.1M sold.

Unisphere Establishment first reported a position in XLE in Q4 2023 and held it in 8 quarters. The position peaked at $22.9M in Q3 2024. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Unisphere Establishment reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Unisphere Establishment sold 404,600 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $18.1M.
Unisphere Establishment first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Unisphere Establishment's State Street Energy Select Sector SPDR ETF position peaked at $22.9M in Q3 2024.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Unisphere Establishment's 13F filing for Q4 2025, filed 17 Feb 2026.