Florida Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Florida Financial 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	$3.37M	Buy	54,974 +34,921	+174%	+$1.87M	0.81%	25
2025 Q4	$897K	Sell	20,053 -779	-4%	-$34.7K	0.24%	101
2025 Q3	$931K	Buy	20,832 +22	+0.1%	+$963	0.29%	93
2025 Q2	$882K	Sell	20,810 -5,062	-20%	-$211K	0.29%	80
2025 Q1	$1.2M	Buy	25,872 +1,150	+5%	+$51.9K	0.47%	44
2024 Q4	$1.06M	Buy	24,722 +1,292	+6%	+$58.7K	0.47%	42
2024 Q3	$1.03M	Buy	23,430 +2,054	+10%	+$91.8K	0.53%	37
2024 Q2	$974K	Buy	21,376 +5,284	+33%	+$246K	0.58%	33
2024 Q1	$760K	Buy	16,092 +6,914	+75%	+$297K	0.56%	35
2023 Q4	$385K	Buy	+9,178	New	+$392K	0.36%	54

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

Florida Financial Advisors's XLE Position: Q1 2026 in Review

Florida Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 174% in Q1 2026, buying an estimated $1.87M and bringing the position to 54,974 shares worth $3.37M. The position accounts for 0.81% of the portfolio, ranked #25.

Florida Financial Advisors first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Florida Financial Advisors held 54,974 shares of State Street Energy Select Sector SPDR ETF worth $3.37M as of Q1 2026.
Florida Financial Advisors bought 34,921 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.87M.
State Street Energy Select Sector SPDR ETF made up 0.81% of Florida Financial Advisors's portfolio in Q1 2026, its #25 holding.
Florida Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.