Financial Freedom LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Freedom LLC’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	$7.3M	Sell	119,139 -10,864	-8%	-$583K	3.63%	5
2025 Q4	$5.81M	Sell	130,003 -24,791	-16%	-$1.1M	2.88%	9
2025 Q3	$6.91M	Buy	154,794 +182	+0.1%	+$7.97K	3.44%	5
2025 Q2	$6.56M	Sell	154,612 -9,970	-6%	-$415K	3.53%	6
2025 Q1	$7.69M	Buy	164,582 +4,030	+3%	+$182K	4.42%	4
2024 Q4	$6.88M	Buy	160,552 +1,054	+0.7%	+$47.9K	3.63%	6
2024 Q3	$7M	Sell	159,498 -4,992	-3%	-$223K	3.71%	5
2024 Q2	$7.5M	Sell	164,490 -8,876	-5%	-$413K	4.26%	4
2024 Q1	$8.18M	Sell	173,366 -754	-0.4%	-$32.4K	4.85%	4
2023 Q4	$7.3M	Sell	174,120 -9,352	-5%	-$400K	4.64%	4
2023 Q3	$8.29M	Sell	183,472 -2,350	-1%	-$103K	5.88%	3
2023 Q2	$7.54M	Buy	185,822 +2,942	+2%	+$120K	5.29%	4
2023 Q1	$7.57M	Buy	182,880 +6,498	+4%	+$278K	5.52%	5
2022 Q4	$7.71M	Buy	+176,382	New	+$7.68M	5.18%	4

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

Financial Freedom LLC's XLE Position: Q1 2026 in Review

Financial Freedom LLC reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.4% in Q1 2026, selling an estimated $583K and leaving 119,139 shares worth $7.3M. The position accounts for 3.63% of the portfolio, ranked #5.

Financial Freedom LLC first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.29M in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Financial Freedom LLC held 119,139 shares of State Street Energy Select Sector SPDR ETF worth $7.3M as of Q1 2026.
Financial Freedom LLC sold 10,864 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $583K.
State Street Energy Select Sector SPDR ETF made up 3.63% of Financial Freedom LLC's portfolio in Q1 2026, its #5 holding.
Financial Freedom LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's State Street Energy Select Sector SPDR ETF position peaked at $8.29M 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 Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.