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

Discipline Wealth Solutions’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	$843K	Buy	13,761 +4,965	+56%	+$266K	0.09%	81
2025 Q4	$393K	Buy	+8,796	New	+$392K	0.07%	116

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

Discipline Wealth Solutions's XLE Position: Q1 2026 in Review

Discipline Wealth Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 56% in Q1 2026, buying an estimated $266K and bringing the position to 13,761 shares worth $843K. The position accounts for 0.09% of the portfolio, ranked #81.

Discipline Wealth Solutions first reported a position in XLE in Q4 2025 and has held it in 2 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Discipline Wealth Solutions held 13,761 shares of State Street Energy Select Sector SPDR ETF worth $843K as of Q1 2026.
Discipline Wealth Solutions bought 4,965 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $266K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Discipline Wealth Solutions's portfolio in Q1 2026, its #81 holding.
Discipline Wealth Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.