Evernest Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evernest Financial Advisors’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	$1.38M	Sell	24,323 -931	-4%	-$49.9K	0.29%	54
2025 Q4	$1.35M	Buy	25,254 +1,144	+5%	+$50.9K	0.28%	53
2025 Q3	$1.08M	Sell	24,110 -608	-2%	-$26.6K	0.3%	66
2025 Q2	$1.05M	Sell	24,718 -30	-0.1%	-$1.25K	0.34%	62
2025 Q1	$1.16M	Sell	24,748 -4,046	-14%	-$182K	0.42%	53
2024 Q4	$1.23M	Sell	28,794 -1,542	-5%	-$70.1K	0.32%	52
2024 Q3	$1.33M	Sell	30,336 -6,414	-17%	-$287K	0.36%	49
2024 Q2	$1.67M	Sell	36,750 -3,450	-9%	-$161K	0.75%	24
2024 Q1	$1.91M	Sell	40,200 -7,640	-16%	-$328K	0.9%	19
2023 Q4	$2.01M	Buy	+47,840	New	+$2.05M	1.02%	22
2021 Q4	$1.99M	Buy	+47,762	New	+$1.35M	1.03%	19

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

Evernest Financial Advisors's XLE Position: Q1 2026 in Review

Evernest Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q1 2026, selling an estimated $49.9K and leaving 24,323 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #54.

Evernest Financial Advisors first reported a position in XLE in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Evernest Financial Advisors held 24,323 shares of State Street Energy Select Sector SPDR ETF worth $1.38M as of Q1 2026.
Evernest Financial Advisors sold 931 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $49.9K.
State Street Energy Select Sector SPDR ETF made up 0.29% of Evernest Financial Advisors's portfolio in Q1 2026, its #54 holding.
Evernest Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.01M in Q4 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.