AmeriServ Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AmeriServ Wealth Advisors’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	$542K	Sell	8,848 -776	-8%	-$41.6K	0.35%	33
2025 Q4	$430K	Sell	9,624 -1,014	-10%	-$45.2K	0.25%	43
2025 Q3	$475K	Sell	10,638 -37,108	-78%	-$1.62M	0.24%	38
2025 Q2	$2.02M	Buy	47,746 +166	+0.3%	+$6.91K	1%	15
2025 Q1	$2.22M	Buy	+47,580	New	+$2.15M	1.29%	15
2018 Q4	–	Sell	-6,000	Closed	-$227K	–	79
2018 Q3	$227K	Hold	6,000	–	–	0.28%	65
2018 Q2	$228K	Hold	6,000	–	–	0.31%	62
2018 Q1	$202K	Hold	6,000	–	–	0.23%	71
2017 Q4	$207K	Buy	+6,000	New	+$207K	0.2%	67
2015 Q1	–	Sell	-6,000	Closed	-$237K	–	124
2014 Q4	$237K	Sell	6,000 -40	-0.7%	-$1.66K	0.23%	105
2014 Q3	$274K	Hold	6,040	–	–	0.47%	83
2014 Q2	$302K	Sell	6,040 -3,400	-36%	-$161K	0.32%	86
2014 Q1	$420K	Sell	9,440 -16,700	-64%	-$720K	0.42%	68
2013 Q4	$1.16M	Sell	26,140 -1,000	-4%	-$43.1K	0.69%	38
2013 Q3	$1.13M	Buy	27,140 +200	+0.7%	+$8.24K	0.72%	40
2013 Q2	$1.05M	Buy	+26,940	New	+$1.07M	0.68%	44

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

AmeriServ Wealth Advisors's XLE Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.1% in Q1 2026, selling an estimated $41.6K and leaving 8,848 shares worth $542K. The position accounts for 0.35% of the portfolio, ranked #33.

AmeriServ Wealth Advisors first reported a position in XLE in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.22M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

AmeriServ Wealth Advisors held 8,848 shares of State Street Energy Select Sector SPDR ETF worth $542K as of Q1 2026.
AmeriServ Wealth Advisors sold 776 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $41.6K.
State Street Energy Select Sector SPDR ETF made up 0.35% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #33 holding.
AmeriServ Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 16 quarters since.
AmeriServ Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.22M in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.