Estate Counselors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Estate Counselors’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	$3.45M	Buy	56,260 +14,840	+36%	+$796K	0.31%	33
2025 Q4	$1.85M	Buy	41,420 +17,690	+75%	+$788K	0.16%	62
2025 Q3	$1.06M	Buy	23,730 +14,800	+166%	+$648K	0.09%	64
2025 Q2	$379K	Sell	8,930 -190	-2%	-$7.91K	0.04%	75
2025 Q1	$426K	Buy	9,120 +3,820	+72%	+$172K	0.04%	80
2024 Q4	$227K	Buy	+5,300	New	+$241K	0.02%	96
2024 Q2	–	Sell	-148,740	Closed	-$7.02M	–	127
2024 Q1	$7.02M	Sell	148,740 -2,610	-2%	-$112K	0.8%	13
2023 Q4	$6.34M	Sell	151,350 -204,220	-57%	-$8.73M	0.78%	31
2023 Q3	$16.1M	Buy	355,570 +10,930	+3%	+$478K	2.14%	13
2023 Q2	$14M	Buy	344,640 +328,860	+2,084%	+$13.4M	1.77%	21
2023 Q1	$654K	Buy	15,780 +2,720	+21%	+$116K	0.09%	107
2022 Q4	$571K	Buy	13,060 +4,660	+55%	+$203K	0.08%	117
2022 Q3	$302K	Sell	8,400 -10,200	-55%	-$386K	0.05%	110
2022 Q2	$665K	Sell	18,600 -5,500	-23%	-$221K	0.1%	103
2022 Q1	$921K	Buy	24,100 +1,870	+8%	+$64.8K	0.12%	99
2021 Q4	$616K	Sell	22,230 -23,640	-52%	-$668K	0.07%	107
2021 Q3	$1.19M	Sell	45,870 -57,150	-55%	-$1.42M	0.15%	85
2021 Q2	$2.77M	Buy	103,020 +30,590	+42%	+$795K	0.36%	51
2021 Q1	$1.78M	Buy	72,430 +60,900	+528%	+$1.4M	0.26%	58
2020 Q4	$218K	Sell	11,530 -4,150	-26%	-$71.5K	0.03%	99
2020 Q3	$235K	Buy	15,680 +4,280	+38%	+$76K	0.04%	114
2020 Q2	$215K	Buy	+11,400	New	+$212K	0.03%	122
2020 Q1	–	Sell	-379,340	Closed	-$11.4M	–	143
2019 Q4	$11.4M	Buy	379,340 +331,500	+693%	+$9.83M	1.67%	26
2019 Q3	$1.42M	Sell	47,840 -3,400	-7%	-$103K	0.22%	59
2019 Q2	$1.63M	Sell	51,240 -36,460	-42%	-$1.17M	0.26%	57
2019 Q1	$2.9M	Buy	87,700 +62,500	+248%	+$2.01M	0.5%	43
2018 Q4	$723K	Hold	25,200	–	–	0.15%	55
2018 Q3	$954K	Buy	25,200 +260	+1%	+$9.75K	0.17%	51
2018 Q2	$947K	Sell	24,940 -560	-2%	-$20.8K	0.18%	51
2018 Q1	$859K	Sell	25,500 -280,000	-92%	-$9.91M	0.16%	55
2017 Q4	$11M	Buy	305,500 +127,500	+72%	+$4.39M	2.21%	16
2017 Q3	$6.09M	Buy	178,000 +78,000	+78%	+$2.54M	1.21%	31
2017 Q2	$3.25M	Buy	+100,000	New	+$3.36M	0.74%	39
2017 Q1	–	Sell	-132,300	Closed	-$4.98M	–	70
2016 Q4	$4.98M	Buy	+132,300	New	+$4.78M	1.38%	28
2016 Q2	–	Sell	-13,280	Closed	-$411K	–	58
2016 Q1	$411K	Sell	13,280 -6,840	-34%	-$198K	0.18%	47
2015 Q4	$607K	Sell	20,120 -52,470	-72%	-$1.73M	0.25%	56
2015 Q3	$2.25M	Sell	72,590 -40,260	-36%	-$1.36M	0.91%	27
2015 Q2	$4.24M	Sell	112,850 -80	-0.1%	-$3.18K	1.47%	23
2015 Q1	$4.38M	Buy	112,930 +78,920	+232%	+$3.06M	1.56%	23
2014 Q4	$1.35M	Sell	34,010 -37,800	-53%	-$1.57M	0.48%	36
2014 Q3	$3.25M	Buy	71,810 +100	+0.1%	+$4.84K	1.25%	26
2014 Q2	$3.59M	Buy	71,710 +40	+0.1%	+$1.89K	1.37%	25
2014 Q1	$3.19M	Sell	71,670 -17,820	-20%	-$769K	1.28%	26
2013 Q4	$3.96M	Buy	89,490 +18,896	+27%	+$814K	1.76%	19
2013 Q3	$2.93M	Buy	70,594 +11,500	+19%	+$474K	1.35%	24
2013 Q2	$2.32M	Buy	+59,094	New	+$2.34M	1.18%	26

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

Estate Counselors's XLE Position: Q1 2026 in Review

Estate Counselors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 36% in Q1 2026, buying an estimated $796K and bringing the position to 56,260 shares worth $3.45M. The position accounts for 0.31% of the portfolio, ranked #33.

Estate Counselors first reported a position in XLE in Q2 2013 and has held it in 46 quarters since. The position peaked at $16.1M in Q3 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Estate Counselors held 56,260 shares of State Street Energy Select Sector SPDR ETF worth $3.45M as of Q1 2026.
Estate Counselors bought 14,840 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $796K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Estate Counselors's portfolio in Q1 2026, its #33 holding.
Estate Counselors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
Estate Counselors's State Street Energy Select Sector SPDR ETF position peaked at $16.1M in Q3 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.