WJ Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WJ Wealth 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	-5,900	Closed	-$250K	–	106
2025 Q2	$250K	Sell	5,900 -18,326	-76%	-$763K	0.08%	88
2025 Q1	$1.13M	Sell	24,226 -3,380	-12%	-$152K	0.4%	36
2024 Q4	$1.18M	Sell	27,606 -2,620	-9%	-$119K	0.41%	36
2024 Q3	$1.33M	Sell	30,226 -700	-2%	-$31.3K	0.47%	31
2024 Q2	$1.41M	Sell	30,926 -1,300	-4%	-$60.5K	0.51%	33
2024 Q1	$1.52M	Sell	32,226 -1,600	-5%	-$68.7K	0.61%	36
2023 Q4	$1.42M	Sell	33,826 -144	-0.4%	-$6.16K	0.62%	36
2023 Q3	$1.54M	Sell	33,970 -2,756	-8%	-$121K	0.75%	28
2023 Q2	$1.49M	Buy	36,726 +15,428	+72%	+$628K	0.7%	29
2023 Q1	$882K	Sell	21,298 -193,852	-90%	-$8.29M	0.6%	31
2022 Q4	$9.41M	Buy	215,150 +37,038	+21%	+$1.61M	5.46%	8
2022 Q3	$6.41M	Sell	178,112 -116,244	-39%	-$4.4M	4.02%	12
2022 Q2	$10.5M	Buy	294,356 +39,802	+16%	+$1.6M	7.48%	4
2022 Q1	$9.72M	Buy	+254,554	New	+$8.82M	6.47%	6
2021 Q3	–	Sell	-10,130	Closed	-$273K	–	57
2021 Q2	$273K	Buy	+10,130	New	+$263K	0.85%	35

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

WJ Wealth Management's XLE Position: Q3 2025 in Review

WJ Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 5,900 shares — an estimated $250K sold.

WJ Wealth Management first reported a position in XLE in Q2 2021 and held it in 15 quarters. The position peaked at $10.5M in Q2 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

WJ Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 5,900 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $250K.
WJ Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 15 quarters.
WJ Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $10.5M in Q2 2022.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.