BOLTON SECURITIES CORPORATION’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$3.09M	Buy	+66,128	New	+$2.98M	0.18%	149

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLE Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025: 66,128 shares worth $3.09M. The stake represents 0.18% of the portfolio and ranks #149 among its holdings.

1,848 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

BOLTON SECURITIES CORPORATION held 66,128 shares of State Street Energy Select Sector SPDR ETF worth $3.09M as of Q1 2025.
State Street Energy Select Sector SPDR ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
State Street Energy Select Sector SPDR ETF made up 0.18% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #149 holding.
1,848 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.