BOK Financial Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BOK Financial Private 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	$303K	Hold	4,946	–	–	0.02%	159
2025 Q4	$221K	Hold	4,946	–	–	0.01%	177
2025 Q3	$221K	Hold	4,946	–	–	0.01%	168
2025 Q2	$210K	Sell	4,946 -440	-8%	-$18.3K	0.01%	173
2025 Q1	$252K	Sell	5,386 -296	-5%	-$13.3K	0.02%	155
2024 Q4	$243K	Sell	5,682 -20,554	-78%	-$934K	0.02%	163
2024 Q3	$1.15M	Hold	26,236	–	–	0.08%	98
2024 Q2	$1.2M	Hold	26,236	–	–	0.09%	99
2024 Q1	$1.24M	Sell	26,236 -1,914	-7%	-$82.2K	0.09%	93
2023 Q4	$1.18M	Buy	28,150 +292	+1%	+$12.5K	0.1%	93
2023 Q3	$1.26M	Hold	27,858	–	–	0.11%	89
2023 Q2	$1.13M	Sell	27,858 -290	-1%	-$11.8K	0.09%	97
2023 Q1	$1.17M	Buy	28,148 +226	+0.8%	+$9.66K	0.09%	100
2022 Q4	$1.22M	Buy	27,922 +22,680	+433%	+$987K	0.1%	93
2022 Q3	$189K	Hold	5,242	–	–	0.02%	172
2022 Q2	$187K	Hold	5,242	–	–	0.02%	177
2022 Q1	$200K	Buy	+5,242	New	+$182K	0.01%	306

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

BOK Financial Private Wealth's XLE Position: Q1 2026 in Review

BOK Financial Private Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 4,946 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #159.

BOK Financial Private Wealth first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

BOK Financial Private Wealth held 4,946 shares of State Street Energy Select Sector SPDR ETF worth $303K as of Q1 2026.
BOK Financial Private Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #159 holding.
BOK Financial Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $1.26M in Q3 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.