Empower Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Empower Advisory Group’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	$853K	Sell	13,921 -1,243	-8%	-$66.7K	﹤0.01%	253
2025 Q4	$678K	Buy	15,164 +368	+2%	+$16.4K	﹤0.01%	296
2025 Q3	$661K	Sell	14,796 -20	-0.1%	-$876	﹤0.01%	295
2025 Q2	$628K	Sell	14,816 -1,630	-10%	-$67.9K	﹤0.01%	295
2025 Q1	$768K	Sell	16,446 -326	-2%	-$14.7K	﹤0.01%	262
2024 Q4	$718K	Buy	16,772 +414	+3%	+$18.8K	﹤0.01%	282
2024 Q3	$718K	Sell	16,358 -1,344	-8%	-$60.1K	﹤0.01%	267
2024 Q2	$807K	Buy	17,702 +620	+4%	+$28.9K	﹤0.01%	245
2024 Q1	$806K	Sell	17,082 -206	-1%	-$8.85K	﹤0.01%	245
2023 Q4	$725K	Sell	17,288 -1,430	-8%	-$61.1K	﹤0.01%	254
2023 Q3	$846K	Sell	18,718 -3,638	-16%	-$159K	﹤0.01%	239
2023 Q2	$907K	Buy	22,356 +380	+2%	+$15.5K	﹤0.01%	242
2023 Q1	$951K	Buy	+21,976	New	+$940K	﹤0.01%	244

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

Empower Advisory Group's XLE Position: Q1 2026 in Review

Empower Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.2% in Q1 2026, selling an estimated $66.7K and leaving 13,921 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Empower Advisory Group first reported a position in XLE in Q1 2023 and has held it in 13 quarters since. The position peaked at $951K in Q1 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Empower Advisory Group held 13,921 shares of State Street Energy Select Sector SPDR ETF worth $853K as of Q1 2026.
Empower Advisory Group sold 1,243 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $66.7K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #253 holding.
Empower Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $951K in Q1 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.