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

Flagship 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	$154K	Sell	1,817 -826	-31%	-$44.3K	0.07%	120
2025 Q4	$118K	Sell	2,643 -1,335	-34%	-$59.5K	0.03%	155
2025 Q3	$178K	Sell	3,978 -256	-6%	-$11.2K	0.06%	129
2025 Q2	$180K	Sell	4,234 -38	-0.9%	-$1.58K	0.07%	125
2025 Q1	$200K	Buy	4,272 +10	+0.2%	+$451	0.08%	109
2024 Q4	$183K	Buy	+4,262	New	+$194K	0.11%	101

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

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

Flagship Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q1 2026, selling an estimated $44.3K and leaving 1,817 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #120.

Flagship Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Flagship Wealth Advisors held 1,817 shares of State Street Energy Select Sector SPDR ETF worth $154K as of Q1 2026.
Flagship Wealth Advisors sold 826 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $44.3K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Flagship Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Flagship Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $200K in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.