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

BIP Wealth’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	$399K	Buy	+6,508	New	+$349K	0.02%	326
2023 Q4	–	Sell	-4,470	Closed	-$202K	–	201
2023 Q3	$202K	Buy	+4,470	New	+$196K	0.02%	172
2023 Q2	–	Sell	-4,922	Closed	-$204K	–	196
2023 Q1	$204K	Buy	+4,922	New	+$210K	0.02%	173

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

BIP Wealth's XLE Position: Q1 2026 in Review

BIP Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 6,508 shares worth $399K. The stake represents 0.02% of the portfolio and ranks #326 among its holdings. This is a return to the name: BIP Wealth previously reported a position in XLE as recently as Q3 2023.

BIP Wealth first reported a position in XLE in Q1 2023 and has held it in 3 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

BIP Wealth held 6,508 shares of State Street Energy Select Sector SPDR ETF worth $399K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new BIP Wealth position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #326 holding.
BIP Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 3 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.