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
2023 Q1	–	Sell	-1,000	Closed	-$43.7K	–	355
2022 Q4	$43.7K	Buy	+1,000	New	+$43.5K	0.01%	298

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.