EverSource Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

EverSource Wealth 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	$1.02M	Sell	16,703 -8,424	-34%	-$452K	0.03%	372
2025 Q4	$1.12M	Sell	25,127 -1,719	-6%	-$76.5K	0.04%	309
2025 Q3	$1.2M	Sell	26,846 -8,322	-24%	-$364K	0.05%	269
2025 Q2	$1.49M	Sell	35,168 -6,018	-15%	-$251K	0.07%	205
2025 Q1	$1.92M	Sell	41,186 -2,660	-6%	-$120K	0.11%	152
2024 Q4	$1.88M	Buy	43,846 +2,330	+6%	+$106K	0.11%	156
2024 Q3	$1.82M	Buy	41,516 +15,628	+60%	+$699K	0.12%	149
2024 Q2	$1.21M	Buy	25,888 +1,462	+6%	+$68.1K	0.08%	192
2024 Q1	$1.14M	Buy	24,426 +6,798	+39%	+$292K	0.09%	166
2023 Q4	$739K	Sell	17,628 -121,392	-87%	-$5.19M	0.07%	197
2023 Q3	$6.28M	Buy	139,020 +3,556	+3%	+$156K	0.67%	39
2023 Q2	$5.5M	Sell	135,464 -9,996	-7%	-$407K	0.61%	40
2023 Q1	$6.02M	Buy	145,460 +115,154	+380%	+$4.92M	0.75%	30
2022 Q4	$1.33M	Buy	30,306 +29,720	+5,072%	+$1.29M	0.2%	95
2022 Q3	$21K	Buy	586 +104	+22%	+$3.93K	﹤0.01%	893
2022 Q2	$17K	Hold	482	–	–	﹤0.01%	884
2022 Q1	$18K	Hold	482	–	–	﹤0.01%	754
2021 Q4	$13K	Buy	+482	New	+$13.6K	﹤0.01%	871

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

EverSource Wealth Advisors's XLE Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q1 2026, selling an estimated $452K and leaving 16,703 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #372.

EverSource Wealth Advisors first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.28M in Q3 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

EverSource Wealth Advisors held 16,703 shares of State Street Energy Select Sector SPDR ETF worth $1.02M as of Q1 2026.
EverSource Wealth Advisors sold 8,424 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $452K.
State Street Energy Select Sector SPDR ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #372 holding.
EverSource Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.28M 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.