Fox Hill Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fox Hill Wealth Management’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	$391K	Sell	6,381 -61	-0.9%	-$3.27K	0.19%	81
2025 Q4	$288K	Buy	6,442 +38	+0.6%	+$1.69K	0.13%	88
2025 Q3	$286K	Sell	6,404 -70	-1%	-$3.06K	0.13%	93
2025 Q2	$275K	Buy	6,474 +40	+0.6%	+$1.67K	0.14%	93
2025 Q1	$301K	Sell	6,434 -20	-0.3%	-$902	0.18%	84
2024 Q4	$276K	Sell	6,454 -26	-0.4%	-$1.18K	0.16%	83
2024 Q3	$284K	Sell	6,480 -50	-0.8%	-$2.23K	0.16%	85
2024 Q2	$298K	Buy	6,530 +40	+0.6%	+$1.86K	0.18%	76
2024 Q1	$306K	Buy	6,490 +252	+4%	+$10.8K	0.21%	77
2023 Q4	$262K	Buy	+6,238	New	+$267K	0.2%	80

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

Fox Hill Wealth Management's XLE Position: Q1 2026 in Review

Fox Hill Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.95% in Q1 2026, selling an estimated $3.27K and leaving 6,381 shares worth $391K. The position accounts for 0.19% of the portfolio, ranked #81.

Fox Hill Wealth Management first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Fox Hill Wealth Management held 6,381 shares of State Street Energy Select Sector SPDR ETF worth $391K as of Q1 2026.
Fox Hill Wealth Management sold 61 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.27K.
State Street Energy Select Sector SPDR ETF made up 0.19% of Fox Hill Wealth Management's portfolio in Q1 2026, its #81 holding.
Fox Hill Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.