Aft Forsyth & Sober’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aft Forsyth & Sober’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	$3.38M	Sell	55,150 -400	-0.7%	-$21.5K	1.03%	30
2025 Q4	$2.48M	Hold	55,550	–	–	0.75%	36
2025 Q3	$2.48M	Sell	55,550 -40,000	-42%	-$1.75M	0.77%	33
2025 Q2	$4.05M	Buy	95,550 +800	+0.8%	+$33.3K	1.37%	18
2025 Q1	$4.43M	Sell	94,750 -66,400	-41%	-$2.99M	1.54%	13
2024 Q4	$6.9M	Sell	161,150 -200	-0.1%	-$9.09K	2.24%	11
2024 Q3	$7.08M	Buy	161,350 +450	+0.3%	+$20.1K	2.33%	11
2024 Q2	$7.35M	Hold	160,900	–	–	2.52%	10
2024 Q1	$7.6M	Hold	160,900	–	–	2.68%	10
2023 Q4	$6.75M	Buy	160,900 +12,700	+9%	+$543K	2.6%	7
2023 Q3	$6.7M	Hold	148,200	–	–	2.83%	7
2023 Q2	$6.01M	Hold	148,200	–	–	2.5%	7
2023 Q1	$6.14M	Hold	148,200	–	–	3.1%	6
2022 Q4	$6.48M	Hold	148,200	–	–	2.92%	7
2022 Q3	$5.34M	Hold	148,200	–	–	2.6%	7
2022 Q2	$5.3M	Hold	148,200	–	–	2.46%	8
2022 Q1	$5.66M	Buy	148,200 +139,400	+1,584%	+$4.83M	2.23%	8
2021 Q4	$2.44M	Sell	8,800 -79,200	-90%	-$2.24M	0.86%	22
2021 Q3	$2.29M	Buy	88,000 +79,200	+900%	+$1.96M	0.86%	22
2021 Q2	$2.37M	Hold	8,800	–	–	0.89%	19
2021 Q1	$2.16M	Buy	+8,800	New	+$203K	0.88%	19

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

Aft Forsyth & Sober's XLE Position: Q1 2026 in Review

Aft Forsyth & Sober reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.72% in Q1 2026, selling an estimated $21.5K and leaving 55,150 shares worth $3.38M. The position accounts for 1.03% of the portfolio, ranked #30.

Aft Forsyth & Sober first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.6M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Aft Forsyth & Sober held 55,150 shares of State Street Energy Select Sector SPDR ETF worth $3.38M as of Q1 2026.
Aft Forsyth & Sober sold 400 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $21.5K.
State Street Energy Select Sector SPDR ETF made up 1.03% of Aft Forsyth & Sober's portfolio in Q1 2026, its #30 holding.
Aft Forsyth & Sober first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Aft Forsyth & Sober's State Street Energy Select Sector SPDR ETF position peaked at $7.6M in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.