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Benjamin Edwards Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Benjamin Edwards Inc’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 		$7.74M Buy
126,351
+16,067
+15% +$862K 0.08% 254
2025
Q4 		$4.93M Buy
110,284
+4,006
+4% +$178K 0.05% 313
2025
Q3 		$4.75M Sell
106,278
-3,728
-3% -$163K 0.05% 312
2025
Q2 		$4.66M Sell
110,006
-2,588
-2% -$108K 0.06% 291
2025
Q1 		$5.26M Sell
112,594
-250,226
-69% -$11.3M 0.07% 252
2024
Q4 		$15.5M Buy
362,820
+4,132
+1% +$188K 0.22% 116
2024
Q3 		$15.7M Buy
358,688
+340,650
+1,889% +$15.2M 0.23% 115
2024
Q2 		$822K Sell
18,038
-240
-1% -$11.2K 0.16% 151
2024
Q1 		$863K Sell
18,278
-4,802
-21% -$206K 0.17% 142
2023
Q4 		$968K Sell
23,080
-8,434
-27% -$361K 0.21% 133
2023
Q3 		$1.42M Buy
31,514
+19,258
+157% +$843K 0.34% 89
2023
Q2 		$497K Sell
12,256
-6,960
-36% -$283K 0.12% 178
2023
Q1 		$796K Buy
19,216
+2,566
+15% +$110K 0.19% 140
2022
Q4 		$728K Sell
16,650
-116
-0.7% -$5.05K 0.19% 142
2022
Q3 		$604K Sell
16,766
-3,286
-16% -$124K 0.18% 146
2022
Q2 		$717K Buy
20,052
+11,328
+130% +$454K 0.21% 133
2022
Q1 		$333K Buy
8,724
+7,750
+796% +$268K 0.1% 212
2021
Q4 		$27K Sell
974
-552
-36% -$15.6K 0.01% 487
2021
Q3 		$40K Sell
1,526
-12,952
-89% -$321K 0.02% 330
2021
Q2 		$390K Sell
14,478
-11,964
-45% -$311K 0.27% 120
2021
Q1 		$649K Sell
26,442
-4,754
-15% -$110K 0.49% 80
2020
Q4 		$591K Buy
31,196
+28,958
+1,294% +$499K 0.46% 85
2020
Q3 		$34K Sell
2,238
-4
-0.2% -$71 0.03% 250
2020
Q2 		$42K Sell
2,242
-136
-6% -$2.53K 0.04% 212
2020
Q1 		$35K Buy
+2,378
New +$56.4K 0.04% 192
2019
Q2 		– Sell
-5,072
Closed -$168K – 327
2019
Q1 		$168K Buy
+5,072
New +$163K 0.8% 25

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Benjamin Edwards Inc's XLE Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q1 2026, buying an estimated $862K and bringing the position to 126,351 shares worth $7.74M. The position accounts for 0.08% of the portfolio, ranked #254.

Benjamin Edwards Inc first reported a position in XLE in Q1 2019 and has held it in 26 quarters since. The position peaked at $15.7M in Q3 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Benjamin Edwards Inc held 126,351 shares of State Street Energy Select Sector SPDR ETF worth $7.74M as of Q1 2026.
  • Benjamin Edwards Inc bought 16,067 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $862K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Benjamin Edwards Inc's portfolio in Q1 2026, its #254 holding.
  • Benjamin Edwards Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
  • Benjamin Edwards Inc's State Street Energy Select Sector SPDR ETF position peaked at $15.7M in Q3 2024.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.