Fourth Dimension Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fourth Dimension Wealth’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	$1.87M	Buy	30,577 +649	+2%	+$34.8K	0.71%	36
2025 Q4	$1.34M	Buy	29,928 +702	+2%	+$31.3K	0.49%	47
2025 Q3	$1.31M	Buy	29,226 +940	+3%	+$41.2K	0.5%	45
2025 Q2	$1.2M	Buy	28,286 +574	+2%	+$23.9K	0.51%	44
2025 Q1	$1.29M	Sell	27,712 -19,030	-41%	-$858K	0.63%	40
2024 Q4	$2.02M	Buy	+46,742	New	+$2.12M	1.05%	24

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

Fourth Dimension Wealth's XLE Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q1 2026, buying an estimated $34.8K and bringing the position to 30,577 shares worth $1.87M. The position accounts for 0.71% of the portfolio, ranked #36.

Fourth Dimension Wealth first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q4 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Fourth Dimension Wealth held 30,577 shares of State Street Energy Select Sector SPDR ETF worth $1.87M as of Q1 2026.
Fourth Dimension Wealth bought 649 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $34.8K.
State Street Energy Select Sector SPDR ETF made up 0.71% of Fourth Dimension Wealth's portfolio in Q1 2026, its #36 holding.
Fourth Dimension Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.02M in Q4 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.