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

Chapman Financial 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 		$13.5K Hold
220
– – 0.01% 215
2025
Q4 		$9.84K Hold
220
– – 0.01% 222
2025
Q3 		$9.83K Hold
220
– – 0.01% 220
2025
Q2 		$9.33K Buy
+220
New +$9.16K 0.01% 185
2024
Q4 		$9.42K Buy
+220
New +$10K 0.01% 191

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Chapman Financial Group's XLE Position: Q1 2026 in Review

Chapman Financial Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 220 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #215.

Chapman Financial Group first reported a position in XLE in Q4 2024 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Chapman Financial Group held 220 shares of State Street Energy Select Sector SPDR ETF worth $13.5K as of Q1 2026.
  • Chapman Financial Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #215 holding.
  • Chapman Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 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 Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.