Claro Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Claro Advisors’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	$1.29M	Sell	21,011 -1,574	-7%	-$84.4K	0.16%	121
2025 Q4	$1.01M	Buy	22,585 +201	+0.9%	+$8.95K	0.14%	133
2025 Q3	$1,000K	Buy	22,384 +954	+4%	+$41.8K	0.15%	128
2025 Q2	$909K	Sell	21,430 -1,072	-5%	-$44.6K	0.15%	131
2025 Q1	$1.05M	Sell	22,502 -14,524	-39%	-$655K	0.14%	137
2024 Q4	$1.59M	Sell	37,026 -11,038	-23%	-$502K	0.21%	88
2024 Q3	$2.11M	Buy	48,064 +2,148	+5%	+$96K	0.27%	69
2024 Q2	$2.09M	Buy	45,916 +9,328	+25%	+$434K	0.33%	56
2024 Q1	$1.73M	Sell	36,588 -14,384	-28%	-$618K	0.3%	65
2023 Q4	$2.14M	Buy	50,972 +13,032	+34%	+$557K	0.46%	44
2023 Q3	$1.71M	Buy	37,940 +3,688	+11%	+$161K	0.43%	46
2023 Q2	$1.39M	Sell	34,252 -2,700	-7%	-$110K	0.35%	60
2023 Q1	$1.53M	Sell	36,952 -3,380	-8%	-$145K	0.45%	48
2022 Q4	$1.76M	Sell	40,332 -5,974	-13%	-$260K	0.58%	37
2022 Q3	$1.66M	Hold	46,306	–	–	0.66%	33
2022 Q2	$1.66M	Buy	46,306 +13,010	+39%	+$522K	0.66%	33
2022 Q1	$924K	Hold	33,296	–	–	0.33%	74
2021 Q4	$924K	Buy	33,296 +5,814	+21%	+$164K	0.33%	74
2021 Q3	$716K	Sell	27,482 -324	-1%	-$8.03K	0.3%	86
2021 Q2	$749K	Buy	+27,806	New	+$723K	0.34%	78
2019 Q1	–	Sell	-3,220	Closed	-$122K	–	951
2018 Q4	$122K	Buy	+3,220	New	+$108K	0.1%	191

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

Claro Advisors's XLE Position: Q1 2026 in Review

Claro Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7% in Q1 2026, selling an estimated $84.4K and leaving 21,011 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #121.

Claro Advisors first reported a position in XLE in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.14M in Q4 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Claro Advisors held 21,011 shares of State Street Energy Select Sector SPDR ETF worth $1.29M as of Q1 2026.
Claro Advisors sold 1,574 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $84.4K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Claro Advisors's portfolio in Q1 2026, its #121 holding.
Claro Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
Claro Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.14M in Q4 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.