Endeavor Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Endeavor Private Wealth’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	$582K	Sell	9,498 -907	-9%	-$48.7K	0.17%	111
2025 Q4	$465K	Sell	10,405 -1,473	-12%	-$65.6K	0.13%	126
2025 Q3	$531K	Buy	11,878 +6,380	+116%	+$279K	0.16%	111
2025 Q2	$233K	Sell	5,498 -2,252	-29%	-$93.8K	0.11%	116
2025 Q1	$362K	Buy	+7,750	New	+$349K	0.2%	94

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

Endeavor Private Wealth's XLE Position: Q1 2026 in Review

Endeavor Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.7% in Q1 2026, selling an estimated $48.7K and leaving 9,498 shares worth $582K. The position accounts for 0.17% of the portfolio, ranked #111.

Endeavor Private Wealth first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Endeavor Private Wealth held 9,498 shares of State Street Energy Select Sector SPDR ETF worth $582K as of Q1 2026.
Endeavor Private Wealth sold 907 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $48.7K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Endeavor Private Wealth's portfolio in Q1 2026, its #111 holding.
Endeavor Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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