Concord Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Concord Wealth Partners’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	-1,196	Closed	-$53.5K	–	800
2025 Q4	$53.5K	Buy	1,196 +962	+411%	+$42.8K	0.01%	319
2025 Q3	$10.5K	Sell	234 -54	-19%	-$2.36K	﹤0.01%	534
2025 Q2	$12.2K	Sell	288 -608	-68%	-$25.3K	﹤0.01%	518
2025 Q1	$41.9K	Sell	896 -36	-4%	-$1.62K	0.01%	342
2024 Q4	$39.9K	Buy	932 +830	+814%	+$37.7K	0.01%	363
2024 Q3	$4.48K	Sell	102 -10	-9%	-$447	﹤0.01%	653
2024 Q2	$5.1K	Hold	112	–	–	﹤0.01%	573
2024 Q1	$5.29K	Sell	112 -40	-26%	-$1.72K	﹤0.01%	649
2023 Q4	$6.37K	Sell	152 -66	-30%	-$2.82K	﹤0.01%	614
2023 Q3	$9.85K	Sell	218 -56	-20%	-$2.45K	﹤0.01%	620
2023 Q2	$11.1K	Sell	274 -16	-6%	-$652	﹤0.01%	589
2023 Q1	$12K	Sell	290 -744	-72%	-$31.8K	﹤0.01%	565
2022 Q4	$45.2K	Buy	+1,034	New	+$45K	0.01%	396
2022 Q3	–	Sell	-554	Closed	-$20K	–	1179
2022 Q2	$20K	Hold	554	–	–	0.01%	548
2022 Q1	$21K	Sell	554 -416	-43%	-$14.4K	0.01%	626
2021 Q4	$27K	Buy	970 +786	+427%	+$22.2K	0.01%	580
2021 Q3	$5K	Sell	184 -148	-45%	-$3.67K	﹤0.01%	607
2021 Q2	$9K	Sell	332 -274	-45%	-$7.13K	﹤0.01%	646
2021 Q1	$15K	Sell	606 -490	-45%	-$11.3K	0.01%	525
2020 Q4	$21K	Buy	+1,096	New	+$18.9K	0.02%	306

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

Concord Wealth Partners's XLE Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 1,196 shares — an estimated $53.5K sold.

Concord Wealth Partners first reported a position in XLE in Q4 2020 and held it in 20 quarters. The position peaked at $53.5K in Q4 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Concord Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 1,196 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $53.5K.
Concord Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $53.5K in Q4 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.