RAFFA WEALTH MANAGEMENT, LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q3	–	Sell	-1,766	Closed	-$74.9K	–	1216
2025 Q2	$74.9K	Hold	1,766	–	–	0.02%	150
2025 Q1	$82.5K	Hold	1,766	–	–	0.02%	117
2024 Q4	$75.6K	Hold	1,766	–	–	0.02%	121
2024 Q3	$77.5K	Hold	1,766	–	–	0.02%	117
2024 Q2	$80.5K	Hold	1,766	–	–	0.02%	164
2024 Q1	$83.4K	Hold	1,766	–	–	0.02%	159
2023 Q4	$74K	Hold	1,766	–	–	0.02%	112
2023 Q3	$79.8K	Hold	1,766	–	–	0.03%	102
2023 Q2	$71.7K	Hold	1,766	–	–	0.02%	105
2023 Q1	$73.1K	Hold	1,766	–	–	0.03%	119
2022 Q4	$77.2K	Hold	1,766	–	–	0.03%	107
2022 Q3	$63.6K	Hold	1,766	–	–	0.03%	123
2022 Q2	$63.1K	Hold	1,766	–	–	0.03%	123
2022 Q1	$67.5K	Hold	1,766	–	–	0.03%	118
2021 Q4	$49K	Buy	1,766 +1,468	+493%	+$41.5K	0.02%	154
2021 Q3	$7.76K	Hold	298	–	–	﹤0.01%	295
2021 Q2	$8.03K	Hold	298	–	–	﹤0.01%	286
2021 Q1	$7.31K	Hold	298	–	–	﹤0.01%	326
2020 Q4	$5.65K	Buy	+298	New	+$5.13K	﹤0.01%	341
2020 Q1	–	Sell	-2,466	Closed	-$74K	–	888
2019 Q4	$74K	Hold	2,466	–	–	0.03%	109
2019 Q3	$73K	Buy	+2,466	New	+$74.6K	0.03%	108
2019 Q2	–	Sell	-2,466	Closed	-$81.5K	–	1414
2019 Q1	$81.5K	Hold	2,466	–	–	0.03%	91
2018 Q4	$70.7K	Sell	2,466 -3,206	-57%	-$107K	0.03%	108
2018 Q3	$215K	Buy	5,672 +2,466	+77%	+$92.5K	0.08%	78
2018 Q2	$122K	Sell	3,206 -3,698	-54%	-$137K	0.05%	85
2018 Q1	$233K	Hold	6,904	–	–	0.09%	71
2017 Q4	$249K	Hold	6,904	–	–	0.1%	76
2017 Q3	$236K	Sell	6,904 -3,092	-31%	-$101K	0.1%	79
2017 Q2	$324K	Buy	9,996 +22	+0.2%	+$739	0.14%	58
2017 Q1	$349K	Buy	9,974 +20	+0.2%	+$723	0.17%	38
2016 Q4	$375K	Sell	9,954 -4,812	-33%	-$174K	0.2%	33
2016 Q3	$521K	Buy	14,766 +4,846	+49%	+$166K	0.28%	21
2016 Q2	$338K	Sell	9,920 -1,180	-11%	-$38.9K	0.19%	35
2016 Q1	$344K	Buy	11,100 +6,924	+166%	+$201K	0.2%	34
2015 Q4	$126K	Sell	4,176 -1,564	-27%	-$51.5K	0.08%	58
2015 Q3	$176K	Buy	5,740 +3,214	+127%	+$108K	0.1%	52
2015 Q2	$94.9K	Buy	2,526 +1,210	+92%	+$48K	0.06%	65
2015 Q1	$51.1K	Buy	1,316 +8	+0.6%	+$310	0.03%	77
2014 Q4	$51.8K	Buy	+1,308	New	+$54.4K	0.03%	75
2014 Q1	–	Sell	-1,308	Closed	-$51.8K	–	740
2013 Q4	$51.8K	Buy	+1,308	New	+$56.3K	0.03%	75

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLE Position: Q3 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 1,766 shares — an estimated $74.9K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLE in Q4 2013 and held it in 40 quarters. The position peaked at $521K in Q3 2016. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,766 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $74.9K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 40 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street Energy Select Sector SPDR ETF position peaked at $521K in Q3 2016.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2025, filed 27 Jul 2026.