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

Aberdeen 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
2026 Q1	$1.22M	Hold	19,910	–	–	0.56%	36
2025 Q4	$890K	Hold	19,910	–	–	0.41%	49
2025 Q3	$889K	Hold	19,910	–	–	0.56%	49
2025 Q2	$844K	Hold	19,910	–	–	0.56%	53
2025 Q1	$930K	Hold	19,910	–	–	0.64%	40
2024 Q4	$853K	Sell	19,910 -400	-2%	-$18.2K	0.58%	44
2024 Q3	$892K	Sell	20,310 -400	-2%	-$17.9K	0.59%	45
2024 Q2	$944K	Hold	20,710	–	–	0.64%	40
2024 Q1	$978K	Hold	20,710	–	–	0.57%	42
2023 Q4	$868K	Buy	20,710 +400	+2%	+$17.1K	0.63%	43
2023 Q3	$918K	Hold	20,310	–	–	0.69%	39
2023 Q2	$824K	Hold	20,310	–	–	0.6%	44
2023 Q1	$841K	Hold	20,310	–	–	0.63%	44
2022 Q4	$888K	Hold	20,310	–	–	0.67%	43
2022 Q3	$731K	Hold	20,310	–	–	0.64%	43
2022 Q2	$726K	Hold	20,310	–	–	0.58%	48
2022 Q1	$776K	Sell	20,310 -100	-0.5%	-$3.46K	0.53%	54
2021 Q4	$566K	Sell	20,410 -500	-2%	-$14.1K	0.37%	75
2021 Q3	$545K	Sell	20,910 -750	-3%	-$18.6K	0.53%	64
2021 Q2	$583K	Hold	21,660	–	–	0.54%	59
2021 Q1	$531K	Hold	21,660	–	–	0.42%	67
2020 Q4	$410K	Hold	21,660	–	–	0.31%	88
2020 Q3	$324K	Sell	21,660 -550	-2%	-$9.77K	0.31%	96
2020 Q2	$420K	Sell	22,210 -1,650	-7%	-$30.7K	0.45%	75
2020 Q1	$347K	Hold	23,860	–	–	0.42%	72
2019 Q4	$716K	Buy	+23,860	New	+$708K	0.53%	50

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Aberdeen Wealth Management's XLE Position: Q1 2026 in Review

Aberdeen Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 19,910 shares worth $1.22M. The position accounts for 0.56% of the portfolio, ranked #36.

Aberdeen Wealth Management first reported a position in XLE in Q4 2019 and has held it in 26 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Aberdeen Wealth Management held 19,910 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Aberdeen Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.56% of Aberdeen Wealth Management's portfolio in Q1 2026, its #36 holding.
Aberdeen Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.