Badgley Phelps Wealth Managers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Badgley Phelps Wealth Managers’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	$693K	Buy	11,320 +4,260	+60%	+$229K	0.01%	219
2025 Q4	$316K	Sell	7,060 -960	-12%	-$42.8K	0.01%	279
2025 Q3	$358K	Hold	8,020	–	–	0.01%	249
2025 Q2	$340K	Sell	8,020 -80	-1%	-$3.33K	0.01%	247
2025 Q1	$378K	Sell	8,100 -9,552	-54%	-$431K	0.01%	235
2024 Q4	$756K	Buy	17,652 +9,762	+124%	+$444K	0.02%	190
2024 Q3	$346K	Buy	7,890 +1,970	+33%	+$88.1K	0.01%	234
2024 Q2	$270K	Sell	5,920 -80	-1%	-$3.73K	0.01%	234
2024 Q1	$283K	Sell	6,000 -136	-2%	-$5.84K	0.01%	224
2023 Q4	$257K	Buy	6,136 +136	+2%	+$5.82K	0.01%	224
2023 Q3	$271K	Hold	6,000	–	–	0.01%	203
2023 Q2	$244K	Hold	6,000	–	–	0.01%	218
2023 Q1	$248K	Sell	6,000 -400	-6%	-$17.1K	0.01%	189
2022 Q4	$280K	Sell	6,400 -600	-9%	-$26.1K	0.01%	185
2022 Q3	$252K	Buy	7,000 +800	+13%	+$30.3K	0.01%	174
2022 Q2	$222K	Sell	6,200 -5,270	-46%	-$211K	0.01%	187
2022 Q1	$438K	Buy	+11,470	New	+$397K	0.02%	160

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

Badgley Phelps Wealth Managers's XLE Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 60% in Q1 2026, buying an estimated $229K and bringing the position to 11,320 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #219.

Badgley Phelps Wealth Managers first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $756K in Q4 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Badgley Phelps Wealth Managers held 11,320 shares of State Street Energy Select Sector SPDR ETF worth $693K as of Q1 2026.
Badgley Phelps Wealth Managers bought 4,260 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $229K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #219 holding.
Badgley Phelps Wealth Managers first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Badgley Phelps Wealth Managers's State Street Energy Select Sector SPDR ETF position peaked at $756K in Q4 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.