Allie Family Office’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Allie Family Office’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	$710K	Sell	11,586 -3,900	-25%	-$209K	0.31%	47
2025 Q4	$692K	Buy	15,486 +954	+7%	+$42.5K	0.32%	45
2025 Q3	$649K	Sell	14,532 -80	-0.5%	-$3.5K	0.31%	46
2025 Q2	$620K	Buy	14,612 +1,140	+8%	+$47.5K	0.31%	45
2025 Q1	$629K	Buy	13,472 +260	+2%	+$11.7K	0.34%	44
2024 Q4	$566K	Sell	13,212 -850	-6%	-$38.6K	0.31%	45
2024 Q3	$617K	Buy	14,062 +570	+4%	+$25.5K	0.33%	44
2024 Q2	$615K	Buy	13,492 +2,636	+24%	+$123K	0.37%	45
2024 Q1	$512K	Sell	10,856 -620	-5%	-$26.6K	0.3%	47
2023 Q4	$481K	Buy	11,476 +1,100	+11%	+$47K	0.33%	46
2023 Q3	$469K	Sell	10,376 -2,610	-20%	-$114K	0.38%	37
2023 Q2	$527K	Buy	12,986 +880	+7%	+$35.8K	0.38%	35
2023 Q1	$501K	Buy	12,106 +1,130	+10%	+$48.3K	0.37%	41
2022 Q4	$480K	Sell	10,976 -920	-8%	-$40K	0.4%	40
2022 Q3	$428K	Buy	11,896 +1,530	+15%	+$57.9K	0.37%	42
2022 Q2	$371K	Sell	10,366 -27,636	-73%	-$1.11M	0.3%	48
2022 Q1	$1.45M	Buy	38,002 +576	+2%	+$19.9K	1.11%	18
2021 Q4	$1.04M	Buy	+37,426	New	+$1.06M	0.82%	22

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

Allie Family Office's XLE Position: Q1 2026 in Review

Allie Family Office reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q1 2026, selling an estimated $209K and leaving 11,586 shares worth $710K. The position accounts for 0.31% of the portfolio, ranked #47.

Allie Family Office first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Allie Family Office held 11,586 shares of State Street Energy Select Sector SPDR ETF worth $710K as of Q1 2026.
Allie Family Office sold 3,900 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $209K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Allie Family Office's portfolio in Q1 2026, its #47 holding.
Allie Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's State Street Energy Select Sector SPDR ETF position peaked at $1.45M in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.