West Oak Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

West Oak Capital’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	$179	Hold	400	–	–	0.01%	196
2025 Q2	$170	Hold	400	–	–	0.01%	225
2025 Q1	$187	Hold	400	–	–	0.01%	218
2024 Q4	$171K	Hold	400	–	–	0.01%	224
2024 Q3	$176	Hold	400	–	–	﹤0.01%	223
2024 Q2	$18.2K	Hold	400	–	–	0.01%	227
2024 Q1	$19K	Sell	400 -2,600	-87%	-$112K	0.01%	217
2023 Q4	$124K	Sell	3,000 -80	-3%	-$3.42K	0.06%	143
2023 Q3	$139K	Hold	3,080	–	–	0.07%	132
2023 Q2	$125K	Hold	3,080	–	–	0.06%	135
2023 Q1	$128K	Hold	3,080	–	–	0.06%	133
2022 Q4	$135K	Buy	3,080 +2,600	+542%	+$113K	0.07%	124
2022 Q3	$17K	Hold	480	–	–	0.01%	206
2022 Q2	$17K	Hold	480	–	–	0.01%	212
2022 Q1	$18K	Buy	480 +400	+500%	+$13.9K	0.01%	229
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	329
2021 Q3	$2K	Hold	80	–	–	﹤0.01%	333
2021 Q2	$2K	Hold	80	–	–	﹤0.01%	323
2021 Q1	$2K	Buy	+80	New	+$1.85K	﹤0.01%	314
2020 Q4	–	Sell	-850	Closed	-$13K	–	334
2020 Q3	$13K	Sell	850 -550	-39%	-$9.77K	0.01%	223
2020 Q2	$26K	Hold	1,400	–	–	0.01%	192
2020 Q1	$20K	Hold	1,400	–	–	0.01%	195
2019 Q4	$42K	Hold	1,400	–	–	0.02%	183
2019 Q3	$41K	Sell	1,400 -50	-3%	-$1.51K	0.02%	184
2019 Q2	$46K	Hold	1,450	–	–	0.03%	184
2019 Q1	$48K	Sell	1,450 -380	-21%	-$12.2K	0.03%	175
2018 Q4	$52.5K	Buy	1,830 +380	+26%	+$12.7K	0.04%	162
2018 Q3	$54.9K	Hold	1,450	–	–	0.03%	175
2018 Q2	$55.1K	Hold	1,450	–	–	0.03%	171
2018 Q1	$48.9K	Buy	+1,450	New	+$51.3K	0.03%	183
2017 Q4	–	Sell	-1,490	Closed	-$51K	–	342
2017 Q3	$51K	Hold	1,490	–	–	0.03%	183
2017 Q2	$48.4K	Hold	1,490	–	–	0.03%	189
2017 Q1	$52.1K	Hold	1,490	–	–	0.03%	181
2016 Q4	$56.1K	Hold	1,490	–	–	0.04%	172
2016 Q3	$52.6K	Hold	1,490	–	–	0.04%	175
2016 Q2	$50.8K	Sell	1,490 -450	-23%	-$14.8K	0.04%	163
2016 Q1	$60K	Hold	1,940	–	–	0.05%	143
2015 Q4	$58.5K	Hold	1,940	–	–	0.05%	143
2015 Q3	$59.4K	Hold	1,940	–	–	0.05%	143
2015 Q2	$72.9K	Buy	1,940 +200	+11%	+$7.94K	0.05%	136
2015 Q1	$67.5K	Hold	1,740	–	–	0.05%	138
2014 Q4	$68.9K	Hold	1,740	–	–	0.05%	139
2014 Q3	$78.8K	Hold	1,740	–	–	0.06%	130
2014 Q2	$87.1K	Buy	1,740 +250	+17%	+$11.8K	0.06%	126
2014 Q1	$66.3K	Buy	1,490 +450	+43%	+$19.4K	0.05%	137
2013 Q4	$46K	Hold	1,040	–	–	0.03%	151
2013 Q3	$43.1K	Hold	1,040	–	–	0.03%	148
2013 Q2	$40.7K	Buy	+1,040	New	+$41.2K	0.03%	146

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

West Oak Capital's XLE Position: Q3 2025 in Review

West Oak Capital held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2025 at 400 shares worth $179. The position accounts for 0.01% of the portfolio, ranked #196.

West Oak Capital first reported a position in XLE in Q2 2013 and has held it in 48 quarters since. The position peaked at $171K in Q4 2024. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

West Oak Capital held 400 shares of State Street Energy Select Sector SPDR ETF worth $179 as of Q3 2025.
West Oak Capital left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Energy Select Sector SPDR ETF made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #196 holding.
West Oak Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
West Oak Capital's State Street Energy Select Sector SPDR ETF position peaked at $171K in Q4 2024.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.