Commonwealth Retirement Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Commonwealth Retirement Investments’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	-2,684	Closed	-$120K	–	417
2025 Q4	$120K	Buy	+2,684	New	+$120K	0.04%	138
2025 Q1	–	Sell	-47,774	Closed	-$2.05M	–	106
2024 Q4	$2.05M	Buy	+47,774	New	+$2.17M	0.84%	39
2024 Q1	–	Sell	-37,746	Closed	-$1.58M	–	89
2023 Q4	$1.58M	Buy	+37,746	New	+$1.61M	0.84%	35

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Commonwealth Retirement Investments's XLE Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 2,684 shares — an estimated $120K sold.

Commonwealth Retirement Investments first reported a position in XLE in Q4 2023 and held it in 3 quarters. The position peaked at $2.05M in Q4 2024. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Commonwealth Retirement Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Retirement Investments sold 2,684 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $120K.
Commonwealth Retirement Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
Commonwealth Retirement Investments's State Street Energy Select Sector SPDR ETF position peaked at $2.05M in Q4 2024.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.