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

Circle 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	$615K	Buy	10,035 +9	+0.1%	+$483	0.01%	177
2025 Q4	$448K	Buy	10,026 +10	+0.1%	+$445	0.01%	190
2025 Q3	$447K	Buy	10,016 +1,636	+20%	+$71.6K	0.01%	175
2025 Q2	$355K	Sell	8,380 -8,956	-52%	-$373K	0.01%	186
2025 Q1	$810K	Buy	17,336 +4,618	+36%	+$208K	0.02%	127
2024 Q4	$545K	Buy	12,718 +30	+0.2%	+$1.36K	0.01%	163
2024 Q3	$557K	Sell	12,688 -2,724	-18%	-$122K	0.01%	162
2024 Q2	$702K	Buy	15,412 +52	+0.3%	+$2.42K	0.02%	126
2024 Q1	$725K	Buy	15,360 +50	+0.3%	+$2.15K	0.02%	123
2023 Q4	$642K	Buy	15,310 +8,472	+124%	+$362K	0.02%	120
2023 Q3	$309K	Buy	6,838 +1,266	+23%	+$55.4K	0.01%	166
2023 Q2	$226K	Buy	5,572 +34	+0.6%	+$1.39K	0.03%	148
2023 Q1	$229K	Buy	5,538 +40	+0.7%	+$1.71K	0.03%	153
2022 Q4	$240K	Buy	+5,498	New	+$239K	0.04%	146

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

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

Circle Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.09% in Q1 2026, buying an estimated $483 and bringing the position to 10,035 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #177.

Circle Wealth Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $810K in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Circle Wealth Management held 10,035 shares of State Street Energy Select Sector SPDR ETF worth $615K as of Q1 2026.
Circle Wealth Management bought 9 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $483.
State Street Energy Select Sector SPDR ETF made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #177 holding.
Circle Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Circle Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $810K in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.