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

Apollon 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	$4.54M	Sell	74,064 -2,547	-3%	-$137K	0.07%	233
2025 Q4	$3.43M	Sell	76,611 -201	-0.3%	-$8.95K	0.06%	271
2025 Q3	$3.43M	Buy	76,812 +752	+1%	+$32.9K	0.06%	263
2025 Q2	$3.23M	Sell	76,060 -3,244	-4%	-$135K	0.06%	256
2025 Q1	$3.71M	Sell	79,304 -4,322	-5%	-$195K	0.08%	220
2024 Q4	$3.58M	Sell	83,626 -1,422	-2%	-$64.6K	0.08%	225
2024 Q3	$3.73M	Sell	85,048 -4,872	-5%	-$218K	0.11%	173
2024 Q2	$4.1M	Sell	89,920 -13,050	-13%	-$608K	0.12%	144
2024 Q1	$4.86M	Sell	102,970 -20,164	-16%	-$866K	0.15%	122
2023 Q4	$5.16M	Sell	123,134 -13,210	-10%	-$565K	0.18%	105
2023 Q3	$6.16M	Sell	136,344 -25,726	-16%	-$1.13M	0.31%	62
2023 Q2	$6.58M	Buy	162,070 +53,484	+49%	+$2.18M	0.32%	64
2023 Q1	$4.5M	Buy	108,586 +6,286	+6%	+$269K	0.28%	75
2022 Q4	$4.47M	Buy	102,300 +6,262	+7%	+$273K	0.32%	67
2022 Q3	$3.46M	Sell	96,038 -546	-0.6%	-$20.6K	0.28%	69
2022 Q2	$3.45M	Sell	96,584 -558	-0.6%	-$22.4K	0.29%	74
2022 Q1	$3.71M	Buy	97,142 +34,440	+55%	+$1.19M	0.26%	77
2021 Q4	$1.55M	Buy	62,702 +11,496	+22%	+$325K	0.12%	196
2021 Q3	$1.33M	Buy	51,206 +11,422	+29%	+$283K	0.18%	114
2021 Q2	$1.07M	Buy	39,784 +7,522	+23%	+$196K	0.19%	101
2021 Q1	$791K	Buy	32,262 +2,766	+9%	+$63.8K	0.15%	136
2020 Q4	$559K	Buy	+29,496	New	+$508K	0.15%	114
2020 Q3	–	Sell	-5,298	Closed	-$100K	–	696
2020 Q2	$100K	Buy	+5,298	New	+$98.5K	0.06%	174

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

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

Apollon Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.3% in Q1 2026, selling an estimated $137K and leaving 74,064 shares worth $4.54M. The position accounts for 0.07% of the portfolio, ranked #233.

Apollon Wealth Management first reported a position in XLE in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.58M in Q2 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Apollon Wealth Management held 74,064 shares of State Street Energy Select Sector SPDR ETF worth $4.54M as of Q1 2026.
Apollon Wealth Management sold 2,547 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $137K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Apollon Wealth Management's portfolio in Q1 2026, its #233 holding.
Apollon Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 23 quarters since.
Apollon Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.58M in Q2 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.