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

Auxano 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	$520K	Buy	8,484 +3	+0%	+$161	0.1%	125
2025 Q4	$379K	Sell	8,481 -19	-0.2%	-$846	0.07%	135
2025 Q3	$380K	Buy	8,500 +4	+0%	+$175	0.08%	116
2025 Q2	$360K	Buy	8,496 +4	+0%	+$167	0.08%	114
2025 Q1	$397K	Sell	8,492 -996	-10%	-$44.9K	0.11%	105
2024 Q4	$406K	Buy	9,488 +404	+4%	+$18.4K	0.1%	104
2024 Q3	$399K	Buy	9,084 +4	+0%	+$179	0.1%	108
2024 Q2	$414K	Buy	9,080 +4	+0%	+$186	0.11%	104
2024 Q1	$428K	Sell	9,076 -686	-7%	-$29.5K	0.12%	103
2023 Q4	$409K	Buy	9,762 +716	+8%	+$30.6K	0.14%	97
2023 Q3	$409K	Buy	9,046 +126	+1%	+$5.51K	0.17%	70
2023 Q2	$369K	Hold	8,920	–	–	0.15%	74
2023 Q1	$369K	Sell	8,920 -596	-6%	-$25.5K	0.15%	74
2022 Q4	$416K	Buy	9,516 +404	+4%	+$17.6K	0.19%	64
2022 Q3	$328K	Buy	+9,112	New	+$345K	0.15%	71

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

Auxano Advisors's XLE Position: Q1 2026 in Review

Auxano Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q1 2026, buying an estimated $161 and bringing the position to 8,484 shares worth $520K. The position accounts for 0.1% of the portfolio, ranked #125.

Auxano Advisors first reported a position in XLE in Q3 2022 and has held it in 15 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Auxano Advisors held 8,484 shares of State Street Energy Select Sector SPDR ETF worth $520K as of Q1 2026.
Auxano Advisors bought 3 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $161.
State Street Energy Select Sector SPDR ETF made up 0.1% of Auxano Advisors's portfolio in Q1 2026, its #125 holding.
Auxano Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.