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

Delos Wealth Advisors’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
2023 Q4	–	Hold	0	–	-$4.45M	–	385
2023 Q3	–	Hold	0	–	–	–	3

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

Delos Wealth Advisors's XLE Position: Q1 2026 in Review

Delos Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 1,322 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #110.

Delos Wealth Advisors first reported a position in XLE in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.79M in Q4 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Delos Wealth Advisors held 1,322 shares of State Street Energy Select Sector SPDR ETF worth $81K as of Q1 2026.
Delos Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Delos Wealth Advisors's portfolio in Q1 2026, its #110 holding.
Delos Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Delos Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.79M in Q4 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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