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

Cooksen Wealth’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	$2.57M	Sell	41,941 -2,365	-5%	-$127K	1.87%	18
2025 Q4	$1.98M	Buy	44,306 +1,640	+4%	+$73K	1.45%	20
2025 Q3	$1.91M	Buy	42,666 +2,140	+5%	+$93.7K	1.42%	20
2025 Q2	$1.72M	Buy	40,526 +8,182	+25%	+$341K	1.38%	21
2025 Q1	$1.53M	Sell	32,344 -3,138	-9%	-$141K	1.55%	22
2024 Q4	$1.52M	Buy	35,482 +1,544	+5%	+$70.2K	1.4%	23
2024 Q3	$1.49M	Sell	33,938 -124	-0.4%	-$5.54K	1.39%	23
2024 Q2	$1.55M	Buy	34,062 +1,718	+5%	+$80K	1.57%	22
2024 Q1	$1.53M	Buy	32,344 +3,170	+11%	+$136K	1.59%	22
2023 Q4	$1.22M	Buy	+29,174	New	+$1.25M	1.39%	24

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

Cooksen Wealth's XLE Position: Q1 2026 in Review

Cooksen Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.3% in Q1 2026, selling an estimated $127K and leaving 41,941 shares worth $2.57M. The position accounts for 1.87% of the portfolio, ranked #18.

Cooksen Wealth first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cooksen Wealth held 41,941 shares of State Street Energy Select Sector SPDR ETF worth $2.57M as of Q1 2026.
Cooksen Wealth sold 2,365 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $127K.
State Street Energy Select Sector SPDR ETF made up 1.87% of Cooksen Wealth's portfolio in Q1 2026, its #18 holding.
Cooksen Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.