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

BlackDiamond 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	$205K	Sell	3,345 -3,028	-48%	-$162K	0.1%	196
2025 Q4	$342K	Buy	+6,373	New	+$284K	0.17%	128
2025 Q1	–	Sell	-6,478	Closed	-$277K	–	181
2024 Q4	$277K	Sell	6,478 -84	-1%	-$3.82K	0.16%	121
2024 Q3	$308K	Sell	6,562 -1,480	-18%	-$66.2K	0.19%	119
2024 Q2	$359K	Buy	8,042 +1,530	+23%	+$71.3K	0.24%	92
2024 Q1	$307K	Buy	6,512 +352	+6%	+$15.1K	0.22%	104
2023 Q4	$257K	Sell	6,160 -1,684	-21%	-$72K	0.19%	116
2023 Q3	$333K	Buy	+7,844	New	+$343K	0.3%	78
2023 Q1	–	Sell	-5,908	Closed	-$260K	–	130
2022 Q4	$260K	Sell	5,908 -1,044	-15%	-$45.4K	0.29%	84
2022 Q3	$304K	Sell	6,952 -17,498	-72%	-$662K	0.37%	70
2022 Q2	$893K	Sell	24,450 -12,232	-33%	-$491K	1.11%	24
2022 Q1	$1.4M	Sell	36,682 -2,106	-5%	-$72.9K	1.67%	20
2021 Q4	$1.08M	Buy	+38,788	New	+$1.1M	1.24%	23

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

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

BlackDiamond Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q1 2026, selling an estimated $162K and leaving 3,345 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #196.

BlackDiamond Wealth Management first reported a position in XLE in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.4M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

BlackDiamond Wealth Management held 3,345 shares of State Street Energy Select Sector SPDR ETF worth $205K as of Q1 2026.
BlackDiamond Wealth Management sold 3,028 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $162K.
State Street Energy Select Sector SPDR ETF made up 0.1% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #196 holding.
BlackDiamond Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
BlackDiamond Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.4M in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.