Avidian Wealth Enterprises’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avidian Wealth Enterprises’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	$1.32M	Sell	21,526 -10,814	-33%	-$580K	0.04%	255
2025 Q4	$1.45M	Buy	32,340 +458	+1%	+$20.4K	0.05%	177
2025 Q3	$1.42M	Sell	31,882 -4,300	-12%	-$188K	0.05%	174
2025 Q2	$1.53M	Sell	36,182 -240	-0.7%	-$9.99K	0.06%	159
2025 Q1	$1.7M	Buy	36,422 +258	+0.7%	+$11.6K	0.08%	138
2024 Q4	$1.55M	Sell	36,164 -2,058	-5%	-$93.5K	0.07%	144
2024 Q3	$1.68M	Buy	38,222 +4,438	+13%	+$198K	0.08%	140
2024 Q2	$1.54M	Buy	33,784 +68	+0.2%	+$3.17K	0.06%	139
2024 Q1	$1.59M	Sell	33,716 -5,100	-13%	-$219K	0.08%	124
2023 Q4	$1.63M	Buy	38,816 +2,628	+7%	+$112K	0.1%	125
2023 Q3	$1.64M	Sell	36,188 -38,918	-52%	-$1.7M	0.12%	113
2023 Q2	$3.05M	Sell	75,106 -193,282	-72%	-$7.87M	0.2%	88
2023 Q1	$11.1M	Buy	268,388 +117,048	+77%	+$5M	0.61%	34
2022 Q4	$6.62M	Sell	151,340 -46,730	-24%	-$2.03M	0.43%	50
2022 Q3	$7.13M	Sell	198,070 -234,502	-54%	-$8.87M	0.52%	43
2022 Q2	$15.5M	Buy	432,572 +126,316	+41%	+$5.07M	1.09%	20
2022 Q1	$11.7M	Buy	306,256 +137,890	+82%	+$4.78M	0.72%	32
2021 Q4	$4.67M	Buy	168,366 +105,062	+166%	+$2.97M	0.29%	69
2021 Q3	$1.65M	Sell	63,304 -173,940	-73%	-$4.31M	0.13%	96
2021 Q2	$6.39M	Buy	237,244 +187,706	+379%	+$4.88M	0.49%	39
2021 Q1	$1.22M	Buy	49,538 +8,720	+21%	+$201K	0.1%	108
2020 Q4	$774K	Buy	+40,818	New	+$703K	0.07%	133
2020 Q3	–	Sell	-20,164	Closed	-$382K	–	309
2020 Q2	$382K	Buy	+20,164	New	+$375K	0.05%	162
2018 Q2	–	Sell	-7,948	Closed	-$268K	–	119
2018 Q1	$268K	Sell	7,948 -15,558	-66%	-$551K	0.09%	82
2017 Q4	$849	Sell	23,506 -2,452	-9%	-$84.4K	0.23%	34
2017 Q3	$889K	Sell	25,958 -8,194	-24%	-$267K	0.34%	28
2017 Q2	$1.11M	Buy	34,152 +16,186	+90%	+$544K	0.46%	17
2017 Q1	$628K	Buy	17,966 +5,136	+40%	+$186K	0.24%	30
2016 Q4	$465K	Sell	12,830 -234	-2%	-$8.46K	0.2%	37
2016 Q3	$461K	Sell	13,064 -144,606	-92%	-$4.95M	0.19%	37
2016 Q2	$5.38K	Sell	157,670 -3,330	-2%	-$110K	1.96%	13
2016 Q1	$493K	Buy	+161,000	New	+$4.67M	0.26%	23
2015 Q3	–	Sell	-260,208	Closed	-$9.78M	–	43
2015 Q2	$9.78M	Sell	260,208 -162,580	-38%	-$6.45M	4.08%	10
2015 Q1	$16.4M	Buy	422,788 +83,922	+25%	+$3.25M	6.94%	6
2014 Q4	$13.4M	Sell	338,866 -6,604	-2%	-$275K	5.52%	9
2014 Q3	$15.7M	Sell	345,470 -55,170	-14%	-$2.67M	6.13%	6
2014 Q2	$20.1M	Buy	400,640 +146,630	+58%	+$6.94M	7.39%	5
2014 Q1	$11.3M	Buy	254,010 +114,098	+82%	+$4.92M	6.41%	7
2013 Q4	$6.04M	Buy	+139,912	New	+$6.02M	5.56%	7

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

Avidian Wealth Enterprises's XLE Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q1 2026, selling an estimated $580K and leaving 21,526 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #255.

Avidian Wealth Enterprises first reported a position in XLE in Q4 2013 and has held it in 39 quarters since. The position peaked at $20.1M in Q2 2014. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Avidian Wealth Enterprises held 21,526 shares of State Street Energy Select Sector SPDR ETF worth $1.32M as of Q1 2026.
Avidian Wealth Enterprises sold 10,814 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $580K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #255 holding.
Avidian Wealth Enterprises first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 39 quarters since.
Avidian Wealth Enterprises's State Street Energy Select Sector SPDR ETF position peaked at $20.1M in Q2 2014.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.