Founders Financial Alliance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Founders Financial Alliance’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	$462K	Buy	7,534 +556	+8%	+$29.8K	0.08%	223
2025 Q4	$312K	Sell	6,978 -58,640	-89%	-$2.61M	0.06%	273
2025 Q3	$2.93M	Sell	65,618 -10,366	-14%	-$454K	0.55%	39
2025 Q2	$3.22M	Sell	75,984 -66,610	-47%	-$2.77M	0.73%	28
2025 Q1	$6.66M	Sell	142,594 -3,958	-3%	-$178K	1.61%	8
2024 Q4	$6.28M	Sell	146,552 -18,746	-11%	-$852K	1.73%	8
2024 Q3	$7.26M	Sell	165,298 -3,788	-2%	-$169K	2.02%	6
2024 Q2	$7.71M	Buy	169,086 +2,222	+1%	+$103K	2.29%	4
2024 Q1	$7.88M	Buy	166,864 +111,842	+203%	+$4.8M	2.36%	4
2023 Q4	$2.31M	Buy	55,022 +492	+0.9%	+$21K	0.89%	24
2023 Q3	$2.46M	Buy	54,530 +162	+0.3%	+$7.09K	1.08%	21
2023 Q2	$2.21M	Sell	54,368 -520	-0.9%	-$21.2K	0.87%	27
2023 Q1	$2.27M	Sell	54,888 -7,536	-12%	-$322K	1.14%	18
2022 Q4	$2.73M	Buy	62,424 +148	+0.2%	+$6.44K	1.25%	13
2022 Q3	$2.24M	Sell	62,276 -442	-0.7%	-$16.7K	1.14%	13
2022 Q2	$2.24M	Buy	62,718 +2,862	+5%	+$115K	1.14%	14
2022 Q1	$2.29M	Buy	59,856 +1,646	+3%	+$57K	1.02%	18
2021 Q4	$1.61M	Buy	58,210 +4,264	+8%	+$120K	0.65%	32
2021 Q3	$1.41M	Buy	53,946 +4,056	+8%	+$100K	0.66%	35
2021 Q2	$1.34M	Buy	49,890 +2,322	+5%	+$60.4K	0.61%	36
2021 Q1	$1.26M	Buy	47,568 +43,524	+1,076%	+$1M	0.62%	36
2020 Q4	$78K	Buy	4,044 +2,432	+151%	+$41.9K	0.04%	264
2020 Q3	$24K	Buy	+1,612	New	+$28.6K	0.01%	535

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

Founders Financial Alliance's XLE Position: Q1 2026 in Review

Founders Financial Alliance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8% in Q1 2026, buying an estimated $29.8K and bringing the position to 7,534 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #223.

Founders Financial Alliance first reported a position in XLE in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.88M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Founders Financial Alliance held 7,534 shares of State Street Energy Select Sector SPDR ETF worth $462K as of Q1 2026.
Founders Financial Alliance bought 556 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $29.8K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Founders Financial Alliance's portfolio in Q1 2026, its #223 holding.
Founders Financial Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Founders Financial Alliance's State Street Energy Select Sector SPDR ETF position peaked at $7.88M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.