Bluesphere Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bluesphere Advisors’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	$960K	Buy	+15,678	New	+$841K	0.34%	41
2023 Q4	–	Sell	-6,874	Closed	-$311K	–	94
2023 Q3	$311K	Buy	+6,874	New	+$301K	0.22%	59
2023 Q1	–	Sell	-8,364	Closed	-$366K	–	84
2022 Q4	$366K	Buy	+8,364	New	+$364K	0.32%	55
2022 Q3	–	Sell	-9,226	Closed	-$330K	–	82
2022 Q2	$330K	Sell	9,226 -1,786	-16%	-$71.7K	0.32%	54
2022 Q1	$421K	Buy	+11,012	New	+$381K	0.36%	51

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

Bluesphere Advisors's XLE Position: Q1 2026 in Review

Bluesphere Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 15,678 shares worth $960K. The stake represents 0.34% of the portfolio and ranks #41 among its holdings. This is a return to the name: Bluesphere Advisors previously reported a position in XLE as recently as Q3 2023.

Bluesphere Advisors first reported a position in XLE in Q1 2022 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bluesphere Advisors held 15,678 shares of State Street Energy Select Sector SPDR ETF worth $960K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Bluesphere Advisors position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.34% of Bluesphere Advisors's portfolio in Q1 2026, its #41 holding.
Bluesphere Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 5 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.