WCM
XLE icon

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

WealthTrak 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
Q3 		– Sell
-132
Closed -$5.6K – 899
2025
Q2 		$5.6K Hold
132
– – ﹤0.01% 278
2025
Q1 		$6.17K Buy
132
+8
+6% +$361 0.01% 215
2024
Q4 		$5.31K Buy
+124
New +$5.63K ﹤0.01% 206

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
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

WealthTrak Capital Management's XLE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 132 shares — an estimated $5.6K sold.

WealthTrak Capital Management first reported a position in XLE in Q4 2024 and held it in 3 quarters. The position peaked at $6.17K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 132 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $5.6K.
  • WealthTrak Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $6.17K in Q1 2025.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.