Focus Partners Advisor Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Focus Partners Advisor Solutions’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	$929K	Sell	15,162 -7,071	-32%	-$379K	0.01%	580
2025 Q4	$994K	Buy	22,233 +6,151	+38%	+$274K	0.01%	498
2025 Q3	$722K	Sell	16,082 -4,220	-21%	-$185K	0.01%	634
2025 Q2	$861K	Buy	20,302 +1,048	+5%	+$43.6K	0.01%	491
2025 Q1	$900K	Buy	19,254 +4,920	+34%	+$222K	0.01%	413
2024 Q4	$614K	Sell	14,334 -262	-2%	-$11.9K	0.01%	424
2024 Q3	$641K	Sell	14,596 -474	-3%	-$21.2K	0.01%	387
2024 Q2	$687K	Buy	15,070 +226	+2%	+$10.5K	0.02%	309
2024 Q1	$701K	Buy	+14,844	New	+$638K	0.02%	295
2023 Q1	–	Sell	-15,308	Closed	-$670K	–	392
2022 Q4	$670K	Sell	15,308 -336	-2%	-$14.6K	0.05%	163
2022 Q3	$563K	Buy	15,644 +592	+4%	+$22.4K	0.03%	212
2022 Q2	$538K	Sell	15,052 -4,600	-23%	-$185K	0.05%	180
2022 Q1	$752K	Buy	19,652 +236	+1%	+$8.17K	0.07%	132
2021 Q4	$539K	Buy	+19,416	New	+$549K	0.11%	65

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

Focus Partners Advisor Solutions's XLE Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q1 2026, selling an estimated $379K and leaving 15,162 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #580.

Focus Partners Advisor Solutions first reported a position in XLE in Q4 2021 and has held it in 14 quarters since. The position peaked at $994K in Q4 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Focus Partners Advisor Solutions held 15,162 shares of State Street Energy Select Sector SPDR ETF worth $929K as of Q1 2026.
Focus Partners Advisor Solutions sold 7,071 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $379K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #580 holding.
Focus Partners Advisor Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Focus Partners Advisor Solutions's State Street Energy Select Sector SPDR ETF position peaked at $994K in Q4 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.