BridgePort Financial Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BridgePort Financial Solutions’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	4,940	–	–	0.09%	175
2025 Q4	$221K	Hold	4,940	–	–	0.06%	223
2025 Q3	$221K	Buy	+4,940	New	+$216K	0.06%	218

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

BridgePort Financial Solutions's XLE Position: Q1 2026 in Review

BridgePort Financial Solutions held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 4,940 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #175.

BridgePort Financial Solutions first reported a position in XLE in Q3 2025 and has held it in 3 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

BridgePort Financial Solutions held 4,940 shares of State Street Energy Select Sector SPDR ETF worth $303K as of Q1 2026.
BridgePort Financial Solutions left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #175 holding.
BridgePort Financial Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 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 BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.