Avestar Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avestar Capital’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	$317K	Buy	5,171 +4	+0.1%	+$215	0.02%	428
2025 Q4	$231K	Sell	5,167 -993	-16%	-$44.2K	0.02%	442
2025 Q3	$275K	Buy	6,160 +1,006	+20%	+$44K	0.02%	429
2025 Q2	$219K	Sell	5,154 -1,166	-18%	-$48.6K	0.01%	452
2025 Q1	$295K	Buy	6,320 +296	+5%	+$13.3K	0.03%	379
2024 Q4	$258K	Buy	6,024 +686	+13%	+$31.2K	0.02%	420
2024 Q3	$234K	Sell	5,338 -3,028	-36%	-$135K	0.02%	414
2024 Q2	$381K	Buy	8,366 +1,504	+22%	+$70.1K	0.04%	291
2024 Q1	$324K	Buy	6,862 +6	+0.1%	+$258	0.03%	326
2023 Q4	$287K	Buy	6,856 +606	+10%	+$25.9K	0.03%	304
2023 Q3	$282K	Sell	6,250 -54	-0.9%	-$2.36K	0.04%	268
2023 Q2	$256K	Sell	6,304 -236	-4%	-$9.61K	0.04%	258
2023 Q1	$271K	Hold	6,540	–	–	0.05%	254
2022 Q4	$286K	Buy	6,540 +200	+3%	+$8.71K	0.05%	218
2022 Q3	$228K	Buy	+6,340	New	+$240K	0.06%	233
2022 Q2	–	Sell	-5,394	Closed	-$206K	–	406
2022 Q1	$206K	Buy	+5,394	New	+$187K	0.03%	377
2019 Q2	–	Sell	-2,140	Closed	-$68.5K	–	988
2019 Q1	$70K	Sell	2,140 -1,868	-47%	-$60K	0.05%	242
2018 Q4	$114K	Sell	4,008 -292	-7%	-$9.77K	0.08%	163
2018 Q3	$162K	Hold	4,300	–	–	0.09%	139
2018 Q2	$163K	Buy	4,300 +4,008	+1,373%	+$149K	0.1%	131
2018 Q1	$9K	Sell	292 -200	-41%	-$7.08K	0.01%	454
2017 Q4	$17K	Buy	+492	New	+$16.9K	0.01%	373

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

Avestar Capital's XLE Position: Q1 2026 in Review

Avestar Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.08% in Q1 2026, buying an estimated $215 and bringing the position to 5,171 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #428.

Avestar Capital first reported a position in XLE in Q4 2017 and has held it in 22 quarters since. The position peaked at $381K in Q2 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Avestar Capital held 5,171 shares of State Street Energy Select Sector SPDR ETF worth $317K as of Q1 2026.
Avestar Capital bought 4 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $215.
State Street Energy Select Sector SPDR ETF made up 0.02% of Avestar Capital's portfolio in Q1 2026, its #428 holding.
Avestar Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
Avestar Capital's State Street Energy Select Sector SPDR ETF position peaked at $381K in Q2 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.