WFA Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63.4K Buy
1,444
+10
+0.7% +$438 0.03% 88
2025
Q2
$65.3K Sell
1,434
-302
-17% -$12.6K 0.04% 87
2025
Q1
$81.9K Buy
1,736
+280
+19% +$12.6K 0.04% 82
2024
Q4
$62.4K Buy
1,456
+12
+0.8% +$545 0.03% 100
2024
Q3
$63.4K Buy
1,444
+10
+0.7% +$447 0.03% 89
2024
Q2
$65.3K Sell
1,434
-302
-17% -$14.1K 0.04% 87
2024
Q1
$81.9K Buy
1,736
+12
+0.7% +$515 0.04% 82
2023
Q4
$72.3K Buy
1,724
+170
+11% +$7.27K 0.04% 75
2023
Q3
$70.2K Buy
1,554
+210
+16% +$9.19K 0.04% 82
2023
Q2
$54.5K Buy
1,344
+12
+0.9% +$489 0.03% 92
2023
Q1
$55.1K Buy
1,332
+14
+1% +$599 0.03% 92
2022
Q4
$57.6K Buy
1,318
+14
+1% +$609 0.04% 85
2022
Q3
$47K Buy
1,304
+14
+1% +$529 0.03% 89
2022
Q2
$46.1K Sell
1,290
-1,248
-49% -$50.1K 0.03% 93
2022
Q1
$97K Buy
2,538
+24
+1% +$831 0.06% 69
2021
Q4
$69.8K Buy
+2,514
New +$71K 0.05% 82

Other funds holding XLE

WFA Asset Management's XLE Position: Q3 2025 in Review

WFA Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.7% in Q3 2025, buying an estimated $438 and bringing the position to 1,444 shares worth $63.4K. The position accounts for 0.03% of the portfolio, ranked #88.

WFA Asset Management first reported a position in XLE in Q4 2021 and has held it in 16 quarters since. The position peaked at $97K in Q1 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • WFA Asset Management held 1,444 shares of State Street Energy Select Sector SPDR ETF worth $63.4K as of Q3 2025.
  • WFA Asset Management bought 10 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $438.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of WFA Asset Management's portfolio in Q3 2025, its #88 holding.
  • WFA Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $97K in Q1 2022.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.