Continuum Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Continuum Advisory’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	$958K	Buy	+15,641	New	+$839K	0.09%	201
2025 Q2	–	Sell	-3,222	Closed	-$151K	–	1607
2025 Q1	$151K	Buy	3,222 +1,944	+152%	+$87.7K	0.02%	445
2024 Q4	$54.7K	Hold	1,278	–	–	0.01%	640
2024 Q3	$60.6K	Sell	1,278 -2,302	-64%	-$103K	0.01%	619
2024 Q2	$163K	Buy	3,580 +8	+0.2%	+$373	0.02%	401
2024 Q1	$169K	Buy	+3,572	New	+$153K	0.03%	395
2023 Q4	–	Sell	-73,630	Closed	-$1.27M	–	494
2023 Q3	$1.27M	Sell	73,630 -2,346	-3%	-$103K	0.2%	136
2023 Q2	$1.24M	Sell	75,976 -38,922	-34%	-$1.59M	0.2%	139
2023 Q1	$2.88M	Buy	114,898 +368	+0.3%	+$15.7K	0.49%	43
2022 Q4	$3.02M	Buy	114,530 +37,752	+49%	+$1.64M	0.54%	44
2022 Q3	$1.13M	Sell	76,778 -110	-0.1%	-$4.16K	0.2%	136
2022 Q2	$1.13M	Buy	76,888 +28,898	+60%	+$1.16M	0.21%	138
2022 Q1	$98K	Buy	47,990 +972	+2%	+$33.7K	0.02%	362
2021 Q4	$51K	Hold	47,018	–	–	0.01%	293
2021 Q3	$50K	Buy	+47,018	New	+$1.16M	0.01%	284

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

Continuum Advisory's XLE Position: Q1 2026 in Review

Continuum Advisory opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 15,641 shares worth $958K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in XLE as recently as Q1 2025.

Continuum Advisory first reported a position in XLE in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.02M in Q4 2022. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Continuum Advisory held 15,641 shares of State Street Energy Select Sector SPDR ETF worth $958K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Continuum Advisory position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of Continuum Advisory's portfolio in Q1 2026, its #201 holding.
Continuum Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 15 quarters since.
Continuum Advisory's State Street Energy Select Sector SPDR ETF position peaked at $3.02M in Q4 2022.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.