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

Washburn Capital 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 Q1	–	Sell	-26,764	Closed	-$1.15M	–	60
2024 Q4	$1.15M	Sell	26,764 -3,616	-12%	-$164K	0.71%	19
2024 Q3	$1.33M	Sell	30,380 -1,766	-5%	-$78.9K	0.96%	18
2024 Q2	$1.47M	Buy	32,146 +5,424	+20%	+$253K	1.05%	16
2024 Q1	$1.26M	Sell	26,722 -5,294	-17%	-$227K	0.93%	18
2023 Q4	$1.34M	Buy	32,016 +796	+3%	+$34K	1.01%	16
2023 Q3	$1.41M	Sell	31,220 -10,968	-26%	-$480K	1.19%	13
2023 Q2	$1.71M	Sell	42,188 -31,566	-43%	-$1.29M	1.43%	12
2023 Q1	$3.05M	Buy	73,754 +2,270	+3%	+$97.1K	2.63%	9
2022 Q4	$3.13M	Sell	71,484 -2,006	-3%	-$87.3K	2.84%	7
2022 Q3	$2.65M	Sell	73,490 -20,946	-22%	-$792K	2.53%	8
2022 Q2	$3.38M	Buy	94,436 +68,146	+259%	+$2.73M	2.91%	7
2022 Q1	$1M	Buy	+26,290	New	+$911K	0.66%	26

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

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

Washburn Capital Management's XLE Position: Q1 2025 in Review

Washburn Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 26,764 shares — an estimated $1.15M sold.

Washburn Capital Management first reported a position in XLE in Q1 2022 and held it in 12 quarters. The position peaked at $3.38M in Q2 2022. 1,840 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Washburn Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Washburn Capital Management sold 26,764 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $1.15M.
Washburn Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 12 quarters.
Washburn Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $3.38M in Q2 2022.
1,840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Washburn Capital Management's 13F filing for Q1 2025, filed 5 May 2025.