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

Comprehensive 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	$216K	Sell	3,534 -1,508	-30%	-$80.9K	0.11%	39
2025 Q4	$225K	Sell	5,042 -292	-5%	-$13K	0.13%	40
2025 Q3	$238K	Sell	5,334 -176	-3%	-$7.71K	0.17%	38
2025 Q2	$234K	Buy	+5,510	New	+$229K	0.19%	39
2024 Q2	–	Sell	-14,194	Closed	-$670K	–	41
2024 Q1	$670K	Buy	14,194 +1,154	+9%	+$49.6K	0.52%	16
2023 Q4	$547K	Sell	13,040 -588	-4%	-$25.1K	0.49%	21
2023 Q3	$616K	Buy	13,628 +82	+0.6%	+$3.59K	0.58%	18
2023 Q2	$550K	Buy	13,546 +1,490	+12%	+$60.7K	0.48%	22
2023 Q1	$499K	Buy	+12,056	New	+$515K	0.41%	23

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

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

Comprehensive Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q1 2026, selling an estimated $80.9K and leaving 3,534 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #39.

Comprehensive Wealth Management first reported a position in XLE in Q1 2023 and has held it in 9 quarters since. The position peaked at $670K in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Comprehensive Wealth Management held 3,534 shares of State Street Energy Select Sector SPDR ETF worth $216K as of Q1 2026.
Comprehensive Wealth Management sold 1,508 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $80.9K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Comprehensive Wealth Management's portfolio in Q1 2026, its #39 holding.
Comprehensive Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 9 quarters since.
Comprehensive Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $670K in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.