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Financial Management Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Management Network’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 		$687K Buy
11,990
+239
+2% +$12.8K 0.11% 108
2025
Q4 		$536K Buy
11,751
+47
+0.4% +$2.09K 0.08% 118
2025
Q3 		$523K Buy
11,704
+46
+0.4% +$2.01K 0.09% 117
2025
Q2 		$507K Buy
11,658
+46
+0.4% +$1.92K 0.09% 120
2025
Q1 		$454K Buy
11,612
+42
+0.4% +$1.89K 0.1% 111
2024
Q4 		$506K Sell
11,570
-16
-0.1% -$727 0.11% 106
2024
Q3 		$540K Buy
11,586
+48
+0.4% +$2.15K 0.11% 108
2024
Q2 		$520K Sell
11,538
-442
-4% -$20.6K 0.12% 100
2024
Q1 		$581K Sell
11,980
-966
-7% -$41.5K 0.15% 94
2023
Q4 		$548K Sell
12,946
-1,766
-12% -$75.5K 0.16% 85
2023
Q3 		$631K Buy
14,712
+406
+3% +$17.8K 0.21% 76
2023
Q2 		$582K Sell
14,306
-176
-1% -$7.17K 0.2% 80
2023
Q1 		$616K Sell
14,482
-788
-5% -$33.7K 0.25% 65
2022
Q4 		$644K Buy
15,270
+1,706
+13% +$74.3K 0.29% 68
2022
Q3 		$538K Buy
13,564
+394
+3% +$14.9K 0.27% 75
2022
Q2 		$478K Buy
13,170
+2,034
+18% +$81.6K 0.25% 76
2022
Q1 		$430K Buy
11,136
+578
+5% +$20K 0.22% 79
2021
Q4 		$313K Sell
10,558
-430
-4% -$12.2K 0.14% 101
2021
Q3 		$301K Buy
10,988
+678
+7% +$16.8K 0.15% 97
2021
Q2 		$282K Buy
10,310
+36
+0.4% +$936 0.14% 102
2021
Q1 		$261K Buy
10,274
+564
+6% +$13K 0.14% 108
2020
Q4 		$213K Buy
+9,710
New +$167K 0.13% 104

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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 Management Network's XLE Position: Q1 2026 in Review

Financial Management Network increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q1 2026, buying an estimated $12.8K and bringing the position to 11,990 shares worth $687K. The position accounts for 0.11% of the portfolio, ranked #108.

Financial Management Network first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Financial Management Network held 11,990 shares of State Street Energy Select Sector SPDR ETF worth $687K as of Q1 2026.
  • Financial Management Network bought 239 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $12.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of Financial Management Network's portfolio in Q1 2026, its #108 holding.
  • Financial Management Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.