Westover Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Westover Capital 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	-12,400	Closed	-$526K	–	240
2025 Q2	$526K	Sell	12,400 -26	-0.2%	-$1.08K	0.11%	139
2025 Q1	$581K	Buy	12,426 +26	+0.2%	+$1.17K	0.13%	131
2024 Q4	$531K	Sell	12,400 -23,280	-65%	-$1.06M	0.12%	142
2024 Q3	$1.57M	Buy	35,680 +23,280	+188%	+$1.04M	0.3%	76
2024 Q2	$565K	Buy	+12,400	New	+$578K	0.15%	118
2023 Q1	–	Sell	-5,044	Closed	-$221K	–	167
2022 Q4	$221K	Buy	+5,044	New	+$220K	0.09%	141

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

Westover Capital Advisors's XLE Position: Q3 2025 in Review

Westover Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 12,400 shares — an estimated $526K sold.

Westover Capital Advisors first reported a position in XLE in Q4 2022 and held it in 6 quarters. The position peaked at $1.57M in Q3 2024. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Westover Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Westover Capital Advisors sold 12,400 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $526K.
Westover Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Westover Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.57M in Q3 2024.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.