Albion Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Albion Financial Group’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	$31.5K	Buy	+514	New	+$27.6K	﹤0.01%	309
2025 Q2	–	Sell	-250	Closed	-$11.7K	–	624
2025 Q1	$11.7K	Hold	250	–	–	﹤0.01%	358
2024 Q4	$10.7K	Buy	250 +88	+54%	+$4K	﹤0.01%	392
2024 Q3	$7.11K	Buy	+162	New	+$7.24K	﹤0.01%	354
2024 Q1	–	Sell	-64	Closed	-$2.68K	–	521
2023 Q4	$2.68K	Sell	64 -742	-92%	-$31.7K	﹤0.01%	385
2023 Q3	$36.4K	Buy	806 +378	+88%	+$16.5K	﹤0.01%	229
2023 Q2	$17.4K	Sell	428 -152	-26%	-$6.19K	﹤0.01%	278
2023 Q1	$24K	Sell	580 -110	-16%	-$4.7K	﹤0.01%	251
2022 Q4	$30.2K	Buy	690 +110	+19%	+$4.79K	﹤0.01%	234
2022 Q3	$21K	Hold	580	–	–	﹤0.01%	258
2022 Q2	$21K	Hold	580	–	–	﹤0.01%	268
2022 Q1	$22K	Hold	580	–	–	﹤0.01%	311
2021 Q4	$16K	Hold	580	–	–	﹤0.01%	374
2021 Q3	$15K	Sell	580 -1,674	-74%	-$41.5K	﹤0.01%	342
2021 Q2	$61K	Buy	+2,254	New	+$58.6K	0.01%	240
2020 Q4	$11K	Buy	+580	New	+$9.99K	﹤0.01%	348
2020 Q1	–	Sell	-241,762	Closed	-$7.26M	–	225
2019 Q4	$7.26M	Sell	241,762 -29,452	-11%	-$873K	0.86%	31
2019 Q3	$8.03M	Sell	271,214 -10,252	-4%	-$310K	1.03%	27
2019 Q2	$8.97M	Buy	281,466 +530	+0.2%	+$17K	1.16%	28
2019 Q1	$9.29M	Buy	280,936 +4,666	+2%	+$150K	1.26%	27
2018 Q4	$7.92M	Sell	276,270 -103,048	-27%	-$3.45M	1.23%	27
2018 Q3	$14.4M	Buy	379,318 +11,818	+3%	+$443K	1.94%	15
2018 Q2	$14M	Buy	367,500 +4,776	+1%	+$177K	2.01%	14
2018 Q1	$12.2M	Buy	362,724 +17,930	+5%	+$635K	1.88%	15
2017 Q4	$12.5M	Sell	344,794 -44,436	-11%	-$1.53M	1.9%	15
2017 Q3	$13.3M	Buy	389,230 +18,334	+5%	+$596K	2.04%	10
2017 Q2	$12M	Sell	370,896 -5,714	-2%	-$192K	2%	10
2017 Q1	$13.2M	Buy	376,610 +83,194	+28%	+$3.01M	1.98%	10
2016 Q4	$11.1M	Buy	+293,416	New	+$10.6M	1.83%	11

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

Albion Financial Group's XLE Position: Q1 2026 in Review

Albion Financial Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 514 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Albion Financial Group previously reported a position in XLE as recently as Q1 2025.

Albion Financial Group first reported a position in XLE in Q4 2016 and has held it in 29 quarters since. The position peaked at $14.4M in Q3 2018. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Albion Financial Group held 514 shares of State Street Energy Select Sector SPDR ETF worth $31.5K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Albion Financial Group position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q1 2026, its #309 holding.
Albion Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 29 quarters since.
Albion Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $14.4M in Q3 2018.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.