Evermay Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evermay Wealth Management’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	$173K	Sell	2,826 -1,454	-34%	-$78K	0.02%	208
2025 Q4	$191K	Sell	4,280 -100	-2%	-$4.45K	0.02%	201
2025 Q3	$196K	Hold	4,380	–	–	0.02%	198
2025 Q2	$186K	Sell	4,380 -46	-1%	-$1.92K	0.02%	202
2025 Q1	$207K	Sell	4,426 -200	-4%	-$9.02K	0.03%	183
2024 Q4	$198K	Sell	4,626 -712	-13%	-$32.4K	0.03%	195
2024 Q3	$234K	Sell	5,338 -42	-0.8%	-$1.88K	0.04%	184
2024 Q2	$245K	Hold	5,380	–	–	0.04%	178
2024 Q1	$254K	Buy	5,380 +340	+7%	+$14.6K	0.04%	176
2023 Q4	$211K	Sell	5,040 -800	-14%	-$34.2K	0.04%	176
2023 Q3	$264K	Hold	5,840	–	–	0.05%	146
2023 Q2	$237K	Sell	5,840 -158	-3%	-$6.43K	0.05%	161
2023 Q1	$248K	Buy	5,998 +522	+10%	+$22.3K	0.05%	152
2022 Q4	$239K	Buy	5,476 +6	+0.1%	+$261	0.05%	152
2022 Q3	$197K	Buy	5,470 +600	+12%	+$22.7K	0.04%	163
2022 Q2	$174K	Buy	4,870 +3,192	+190%	+$128K	0.03%	173
2022 Q1	$64K	Buy	+1,678	New	+$58.1K	0.01%	281

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

Evermay Wealth Management's XLE Position: Q1 2026 in Review

Evermay Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q1 2026, selling an estimated $78K and leaving 2,826 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #208.

Evermay Wealth Management first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $264K in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Evermay Wealth Management held 2,826 shares of State Street Energy Select Sector SPDR ETF worth $173K as of Q1 2026.
Evermay Wealth Management sold 1,454 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $78K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #208 holding.
Evermay Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Evermay Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $264K in Q3 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.