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

Cedar 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	–	Sell	-40	Closed	-$1.79K	–	230
2025 Q4	$1.79K	Hold	40	–	–	﹤0.01%	220
2025 Q3	$1.79K	Hold	40	–	–	﹤0.01%	233
2025 Q2	$1.7K	Hold	40	–	–	﹤0.01%	218
2025 Q1	$1.87K	Hold	40	–	–	﹤0.01%	178
2024 Q4	$1.71K	Sell	40 -60,450	-100%	-$2.75M	﹤0.01%	180
2024 Q3	$2.66M	Buy	60,490 +4,096	+7%	+$183K	0.82%	19
2024 Q2	$2.57M	Buy	56,394 +11,114	+25%	+$518K	0.83%	17
2024 Q1	$2.14M	Buy	45,280 +1,204	+3%	+$51.7K	0.7%	23
2023 Q4	$1.85M	Sell	44,076 -1,782	-4%	-$76.2K	0.67%	23
2023 Q3	$2.07M	Sell	45,858 -1,632	-3%	-$71.4K	0.82%	21
2023 Q2	$1.93M	Buy	47,490 +230	+0.5%	+$9.37K	0.74%	21
2023 Q1	$1.96M	Buy	47,260 +6,884	+17%	+$294K	0.8%	19
2022 Q4	$1.77M	Buy	40,376 +26,586	+193%	+$1.16M	0.87%	18
2022 Q3	$497K	Sell	13,790 -600	-4%	-$22.7K	0.25%	66
2022 Q2	$515K	Sell	14,390 -10	-0.1%	-$401	0.24%	63
2022 Q1	$550K	Buy	14,400 +1,050	+8%	+$36.4K	0.22%	71
2021 Q4	$370K	Buy	13,350 +6,100	+84%	+$172K	0.15%	96
2021 Q3	$189K	Buy	7,250 +4,700	+184%	+$116K	0.08%	108
2021 Q2	$69K	Buy	2,550 +950	+59%	+$24.7K	0.03%	154
2021 Q1	$39K	Buy	1,600 +1,400	+700%	+$32.3K	0.02%	166
2020 Q4	$4K	Buy	+200	New	+$3.45K	﹤0.01%	216
2020 Q2	–	Sell	-510	Closed	-$7K	–	243
2020 Q1	$7K	Buy	510 +410	+410%	+$9.72K	﹤0.01%	202
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	165
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	148
2019 Q2	$3K	Buy	+100	New	+$3.2K	﹤0.01%	163
2017 Q3	–	Sell	-1,182	Closed	-$38K	–	144
2017 Q2	$38K	Hold	1,182	–	–	0.02%	89
2017 Q1	$41K	Hold	1,182	–	–	0.03%	85
2016 Q4	$45K	Hold	1,182	–	–	0.03%	80
2016 Q3	$42K	Hold	1,182	–	–	0.03%	70
2016 Q2	$40K	Hold	1,182	–	–	0.03%	82
2016 Q1	$37K	Buy	+1,182	New	+$34.3K	0.03%	68

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Cedar Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 40 shares — an estimated $1.79K sold.

Cedar Wealth Management first reported a position in XLE in Q1 2016 and held it in 31 quarters. The position peaked at $2.66M in Q3 2024. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cedar Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 40 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.79K.
Cedar Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 31 quarters.
Cedar Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.66M in Q3 2024.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.