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

AmeriFlex 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	$1.11M	Sell	18,092 -162	-0.9%	-$8.69K	0.56%	37
2025 Q4	$816K	Sell	18,254 -13,648	-43%	-$608K	0.42%	47
2025 Q3	$1.43M	Buy	31,902 +21,734	+214%	+$952K	0.53%	31
2025 Q2	$436K	Sell	10,168 -18,980	-65%	-$790K	0.23%	84
2025 Q1	$1.36M	Sell	29,148 -3,052	-9%	-$138K	0.56%	38
2024 Q4	$1.41M	Buy	+32,200	New	+$1.46M	0.65%	33

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

AmeriFlex Group's XLE Position: Q1 2026 in Review

AmeriFlex Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.89% in Q1 2026, selling an estimated $8.69K and leaving 18,092 shares worth $1.11M. The position accounts for 0.56% of the portfolio, ranked #37.

AmeriFlex Group first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

AmeriFlex Group held 18,092 shares of State Street Energy Select Sector SPDR ETF worth $1.11M as of Q1 2026.
AmeriFlex Group sold 162 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.69K.
State Street Energy Select Sector SPDR ETF made up 0.56% of AmeriFlex Group's portfolio in Q1 2026, its #37 holding.
AmeriFlex Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street Energy Select Sector SPDR ETF position peaked at $1.43M in Q3 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.