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

Exencial 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	$521K	Buy	8,499 +3,173	+60%	+$170K	0.02%	389
2025 Q4	$238K	Buy	5,326 +52	+1%	+$2.32K	0.01%	509
2025 Q3	$236K	Sell	5,274 -154	-3%	-$6.74K	0.01%	488
2025 Q2	$230K	Buy	5,428 +2	+0%	+$83	0.01%	466
2025 Q1	$254K	Sell	5,426 -500	-8%	-$22.5K	0.01%	448
2024 Q4	$254K	Sell	5,926 -1,192	-17%	-$54.2K	0.01%	453
2024 Q3	$312K	Sell	7,118 -1,402	-16%	-$62.7K	0.01%	427
2024 Q2	$388K	Sell	8,520 -366	-4%	-$17K	0.01%	394
2024 Q1	$419K	Sell	8,886 -1,048	-11%	-$45K	0.02%	386
2023 Q4	$416K	Buy	9,934 +958	+11%	+$41K	0.02%	370
2023 Q3	$406K	Sell	8,976 -1,042	-10%	-$45.6K	0.02%	320
2023 Q2	$407K	Sell	10,018 -30	-0.3%	-$1.22K	0.02%	323
2023 Q1	$416K	Buy	10,048 +30	+0.3%	+$1.28K	0.02%	310
2022 Q4	$438K	Buy	10,018 +922	+10%	+$40.1K	0.02%	307
2022 Q3	$328K	Buy	9,096 +1,220	+15%	+$46.1K	0.02%	328
2022 Q2	$282K	Sell	7,876 -612	-7%	-$24.6K	0.02%	355
2022 Q1	$324K	Buy	+8,488	New	+$294K	0.02%	351
2020 Q1	–	Sell	-8,246	Closed	-$248K	–	278
2019 Q4	$248K	Sell	8,246 -3,516	-30%	-$104K	0.04%	235
2019 Q3	$348K	Buy	11,762 +84	+0.7%	+$2.54K	0.07%	180
2019 Q2	$372K	Sell	11,678 -1,964	-14%	-$62.9K	0.09%	161
2019 Q1	$451K	Sell	13,642 -992	-7%	-$31.9K	0.11%	150
2018 Q4	$420K	Sell	14,634 -8,196	-36%	-$274K	0.11%	139
2018 Q3	$865K	Buy	22,830 +802	+4%	+$30.1K	0.2%	100
2018 Q2	$836K	Sell	22,028 -750	-3%	-$27.9K	0.23%	97
2018 Q1	$768K	Sell	22,778 -6,276	-22%	-$222K	0.23%	98
2017 Q4	$1.05M	Buy	29,054 +22,214	+325%	+$765K	0.32%	82
2017 Q3	$234K	Buy	6,840 +6	+0.1%	+$195	0.08%	155
2017 Q2	$222K	Buy	6,834 +2	+0%	+$67	0.09%	141
2017 Q1	$232K	Sell	6,832 -1,244	-15%	-$45K	0.1%	134
2016 Q4	$304K	Buy	8,076 +388	+5%	+$14K	0.13%	122
2016 Q3	$264K	Buy	7,688 +654	+9%	+$22.4K	0.12%	136
2016 Q2	$240K	Buy	+7,034	New	+$232K	0.11%	138

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Exencial Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 60% in Q1 2026, buying an estimated $170K and bringing the position to 8,499 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #389.

Exencial Wealth Advisors first reported a position in XLE in Q2 2016 and has held it in 32 quarters since. The position peaked at $1.05M in Q4 2017. 2,113 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Exencial Wealth Advisors held 8,499 shares of State Street Energy Select Sector SPDR ETF worth $521K as of Q1 2026.
Exencial Wealth Advisors bought 3,173 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $170K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #389 holding.
Exencial Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 32 quarters since.
Exencial Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.05M in Q4 2017.
2,113 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.