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

Cherry Tree 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	$13K	Buy	212 +62	+41%	+$3.33K	﹤0.01%	385
2025 Q4	$6.71K	Hold	150	–	–	﹤0.01%	462
2025 Q3	$6.7K	Hold	150	–	–	﹤0.01%	447
2025 Q2	$6.36K	Hold	150	–	–	﹤0.01%	454
2025 Q1	$7.01K	Hold	150	–	–	﹤0.01%	484
2024 Q4	$6.42K	Buy	+150	New	+$6.82K	﹤0.01%	462

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

Cherry Tree Wealth Management's XLE Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q1 2026, buying an estimated $3.33K and bringing the position to 212 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Cherry Tree Wealth Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,116 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cherry Tree Wealth Management held 212 shares of State Street Energy Select Sector SPDR ETF worth $13K as of Q1 2026.
Cherry Tree Wealth Management bought 62 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.33K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #385 holding.
Cherry Tree Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,116 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.