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

CreativeOne 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	$23.3M	Buy	380,606 +210,818	+124%	+$11.3M	0.54%	36
2025 Q4	$7.59M	Buy	169,788 +68,334	+67%	+$3.04M	0.18%	95
2025 Q3	$4.53M	Buy	101,454 +22,548	+29%	+$987K	0.11%	168
2025 Q2	$3.35M	Sell	78,906 -15,870	-17%	-$661K	0.09%	214
2025 Q1	$4.43M	Sell	94,776 -130,188	-58%	-$5.87M	0.13%	156
2024 Q4	$9.64M	Buy	224,964 +76,092	+51%	+$3.46M	0.3%	66
2024 Q3	$6.54M	Buy	148,872 +60,156	+68%	+$2.69M	0.22%	94
2024 Q2	$4.04M	Sell	88,716 -35,212	-28%	-$1.64M	0.2%	101
2024 Q1	$5.85M	Buy	123,928 +40,844	+49%	+$1.75M	0.23%	87
2023 Q4	$3.48M	Sell	83,084 -7,500	-8%	-$321K	0.22%	94
2023 Q3	$4.09M	Sell	90,584 -83,362	-48%	-$3.65M	0.29%	77
2023 Q2	$7.06M	Sell	173,946 -47,124	-21%	-$1.92M	0.33%	57
2023 Q1	$9.16M	Sell	221,070 -26,386	-11%	-$1.13M	0.45%	45
2022 Q4	$10.8M	Sell	247,456 -2,204	-0.9%	-$95.9K	0.6%	34
2022 Q3	$8.99M	Buy	249,660 +112,002	+81%	+$4.24M	0.54%	37
2022 Q2	$4.92M	Buy	137,658 +27,470	+25%	+$1.1M	0.27%	66
2022 Q1	$4.21M	Sell	110,188 -42,790	-28%	-$1.48M	0.22%	78
2021 Q4	$4.25M	Buy	152,978 +74,794	+96%	+$2.11M	0.21%	78
2021 Q3	$2.04M	Sell	78,184 -41,084	-34%	-$1.02M	0.12%	146
2021 Q2	$3.21M	Buy	119,268 +50,388	+73%	+$1.31M	0.2%	101
2021 Q1	$1.69M	Sell	68,880 -190,222	-73%	-$4.39M	0.13%	143
2020 Q4	$4.91M	Buy	259,102 +157,910	+156%	+$2.72M	0.41%	50
2020 Q3	$1.51M	Buy	+101,192	New	+$1.8M	0.21%	77

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

CreativeOne Wealth's XLE Position: Q1 2026 in Review

CreativeOne Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 124% in Q1 2026, buying an estimated $11.3M and bringing the position to 380,606 shares worth $23.3M. The position accounts for 0.54% of the portfolio, ranked #36.

CreativeOne Wealth first reported a position in XLE in Q3 2020 and has held it in 23 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

CreativeOne Wealth held 380,606 shares of State Street Energy Select Sector SPDR ETF worth $23.3M as of Q1 2026.
CreativeOne Wealth bought 210,818 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $11.3M.
State Street Energy Select Sector SPDR ETF made up 0.54% of CreativeOne Wealth's portfolio in Q1 2026, its #36 holding.
CreativeOne Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.