Bernard Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bernard Wealth Management’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	$17.8K	Sell	291 -104	-26%	-$5.58K	0.01%	197
2025 Q4	$17.7K	Buy	395 +3	+0.8%	+$134	0.01%	194
2025 Q3	$17.5K	Buy	392 +6	+2%	+$263	0.01%	194
2025 Q2	$16.3K	Buy	386 +4	+1%	+$167	0.01%	188
2025 Q1	$17.8K	Buy	382 +2	+0.5%	+$90	0.01%	193
2024 Q4	$16.2K	Buy	+380	New	+$17.3K	0.01%	192

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

Bernard Wealth Management's XLE Position: Q1 2026 in Review

Bernard Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q1 2026, selling an estimated $5.58K and leaving 291 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Bernard Wealth Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.8K in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bernard Wealth Management held 291 shares of State Street Energy Select Sector SPDR ETF worth $17.8K as of Q1 2026.
Bernard Wealth Management sold 104 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.58K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #197 holding.
Bernard Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $17.8K in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.