Blackston Financial Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Blackston Financial Advisory Group’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	$419K	Buy	6,834 +156	+2%	+$8.37K	0.26%	55
2025 Q4	$299K	Sell	6,678 -874	-12%	-$38.9K	0.18%	71
2025 Q3	$337K	Sell	7,552 -4,718	-38%	-$207K	0.2%	61
2025 Q2	$520K	Sell	12,270 -444	-3%	-$18.5K	0.33%	45
2025 Q1	$594K	Sell	12,714 -1,156	-8%	-$52.1K	0.4%	39
2024 Q4	$594K	Buy	13,870 +2,174	+19%	+$98.8K	0.3%	53
2024 Q3	$513K	Buy	+11,696	New	+$523K	0.27%	60
2024 Q2	–	Sell	-11,694	Closed	-$552K	–	108
2024 Q1	$552K	Sell	11,694 -3,784	-24%	-$163K	0.37%	34
2023 Q4	$649K	Sell	15,478 -5,042	-25%	-$216K	0.41%	35
2023 Q3	$927K	Buy	+20,520	New	+$898K	0.65%	26

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

Blackston Financial Advisory Group's XLE Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q1 2026, buying an estimated $8.37K and bringing the position to 6,834 shares worth $419K. The position accounts for 0.26% of the portfolio, ranked #55.

Blackston Financial Advisory Group first reported a position in XLE in Q3 2023 and has held it in 10 quarters since. The position peaked at $927K in Q3 2023. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Blackston Financial Advisory Group held 6,834 shares of State Street Energy Select Sector SPDR ETF worth $419K as of Q1 2026.
Blackston Financial Advisory Group bought 156 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.37K.
State Street Energy Select Sector SPDR ETF made up 0.26% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #55 holding.
Blackston Financial Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 10 quarters since.
Blackston Financial Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $927K in Q3 2023.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.