Wells Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wells Financial Advisors’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	-2,820	Closed	-$120K	–	77
2025 Q2	$120K	Hold	2,820	–	–	0.16%	49
2025 Q1	$132K	Hold	2,820	–	–	0.18%	43
2024 Q4	$121K	Hold	2,820	–	–	0.16%	48
2024 Q3	$124K	Sell	2,820 -40	-1%	-$1.79K	0.17%	48
2024 Q2	$130K	Sell	2,860 -360	-11%	-$16.8K	0.09%	58
2024 Q1	$152K	Sell	3,220 -4,140	-56%	-$178K	0.1%	46
2023 Q4	$309K	Hold	7,360	–	–	0.22%	34
2023 Q3	$333K	Buy	7,360 +540	+8%	+$23.6K	0.26%	31
2023 Q2	$277K	Sell	6,820 -900	-12%	-$36.7K	0.21%	34
2023 Q1	$320K	Buy	7,720 +2,740	+55%	+$117K	0.25%	33
2022 Q4	$218K	Buy	4,980 +3,380	+211%	+$147K	0.18%	38
2022 Q3	$58K	Buy	+1,600	New	+$60.5K	0.06%	48

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

Wells Financial Advisors's XLE Position: Q3 2025 in Review

Wells Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 2,820 shares — an estimated $120K sold.

Wells Financial Advisors first reported a position in XLE in Q3 2022 and held it in 12 quarters. The position peaked at $333K in Q3 2023. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Wells Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Wells Financial Advisors sold 2,820 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $120K.
Wells Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 12 quarters.
Wells Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $333K in Q3 2023.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Wells Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.