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

Elevate Wealth Advisory’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	$309K	Hold	5,050	–	–	0.2%	60
2025 Q4	$226K	Hold	5,050	–	–	0.15%	67
2025 Q3	$226K	Hold	5,050	–	–	0.16%	66
2025 Q2	$214K	Sell	5,050 -116	-2%	-$4.83K	0.15%	72
2025 Q1	$241K	Buy	+5,166	New	+$233K	0.17%	66

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

Elevate Wealth Advisory's XLE Position: Q1 2026 in Review

Elevate Wealth Advisory held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 5,050 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #60.

Elevate Wealth Advisory first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Elevate Wealth Advisory held 5,050 shares of State Street Energy Select Sector SPDR ETF worth $309K as of Q1 2026.
Elevate Wealth Advisory left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.2% of Elevate Wealth Advisory's portfolio in Q1 2026, its #60 holding.
Elevate Wealth Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.