Angeles Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Angeles Wealth Management’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	$1.19M	Sell	19,392 -537	-3%	-$28.8K	0.06%	120
2025 Q4	$891K	Buy	19,929 +1,261	+7%	+$56.2K	0.05%	143
2025 Q3	$834K	Hold	18,668	–	–	0.05%	132
2025 Q2	$792K	Sell	18,668 -6,742	-27%	-$281K	0.05%	130
2025 Q1	$1.19M	Sell	25,410 -600	-2%	-$27.1K	0.1%	76
2024 Q4	$1.11M	Buy	26,010 +3,200	+14%	+$145K	0.09%	82
2024 Q3	$1M	Buy	22,810 +2,200	+11%	+$98.3K	0.09%	83
2024 Q2	$939K	Buy	20,610 +1,000	+5%	+$46.6K	0.09%	77
2024 Q1	$926K	Sell	19,610 -304	-2%	-$13.1K	0.09%	74
2023 Q4	$835K	Buy	19,914 +2,660	+15%	+$114K	0.1%	76
2023 Q3	$780K	Buy	17,254 +786	+5%	+$34.4K	0.11%	71
2023 Q2	$668K	Buy	16,468 +1,600	+11%	+$65.2K	0.09%	93
2023 Q1	$616K	Buy	14,868 +9,000	+153%	+$385K	0.09%	104
2022 Q4	$257K	Buy	5,868 +3,290	+128%	+$143K	0.04%	143
2022 Q3	$93K	Buy	2,578 +308	+14%	+$11.6K	0.02%	183
2022 Q2	$81K	Sell	2,270 -414	-15%	-$16.6K	0.02%	178
2022 Q1	$103K	Buy	+2,684	New	+$93K	0.02%	176

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

Angeles Wealth Management's XLE Position: Q1 2026 in Review

Angeles Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q1 2026, selling an estimated $28.8K and leaving 19,392 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #120.

Angeles Wealth Management first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Angeles Wealth Management held 19,392 shares of State Street Energy Select Sector SPDR ETF worth $1.19M as of Q1 2026.
Angeles Wealth Management sold 537 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $28.8K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #120 holding.
Angeles Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.