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
2022 Q1	–	Sell	-262,600	Closed	-$9.38M	–	583
2021 Q4	$9.38M	Buy	+262,600	New	+$7.42M	0.58%	37
2020 Q3	–	Sell	-600	Closed	-$2K	–	308
2020 Q2	$2K	Buy	+600	New	+$11.2K	﹤0.01%	256

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.