Disciplined Investors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Disciplined Investors’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	$312K	Buy	5,086 +313	+7%	+$16.8K	0.19%	101
2025 Q4	$213K	Sell	4,773 -5	-0.1%	-$223	0.14%	117
2025 Q3	$213K	Sell	4,778 -450	-9%	-$19.7K	0.15%	112
2025 Q2	$222K	Sell	5,228 -1,038	-17%	-$43.2K	0.17%	109
2025 Q1	$293K	Buy	6,266 +266	+4%	+$12K	0.26%	85
2024 Q4	$271K	Buy	+6,000	New	+$273K	0.26%	87

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

Disciplined Investors's XLE Position: Q1 2026 in Review

Disciplined Investors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q1 2026, buying an estimated $16.8K and bringing the position to 5,086 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #101.

Disciplined Investors first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Disciplined Investors held 5,086 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q1 2026.
Disciplined Investors bought 313 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.8K.
State Street Energy Select Sector SPDR ETF made up 0.19% of Disciplined Investors's portfolio in Q1 2026, its #101 holding.
Disciplined Investors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.