WT Wealth 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
Q1
Sell
-53,930
Closed -$2.31M 147
2024
Q4
$2.31M Buy
53,930
+1,220
+2% +$55.4K 0.73% 41
2024
Q3
$2.38M Buy
+52,710
New +$2.36M 0.76% 41

Other funds holding XLE

WT Wealth Management's XLE Position: Q1 2025 in Review

WT Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 53,930 shares — an estimated $2.31M sold.

WT Wealth Management first reported a position in XLE in Q3 2024 and held it in 2 quarters. The position peaked at $2.38M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

  • WT Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • WT Wealth Management sold 53,930 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $2.31M.
  • WT Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • WT Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.38M in Q3 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.