Future Financial Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Future Financial 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	$298K	Hold	5,344	–	–	0.19%	97
2025 Q4	$254K	Sell	5,344 -50	-0.9%	-$2.23K	0.17%	101
2025 Q3	$241K	Sell	5,394 -996	-16%	-$43.6K	0.15%	106
2025 Q2	$271K	Sell	6,390 -230	-3%	-$9.58K	0.18%	92
2025 Q1	$309K	Hold	6,620	–	–	0.23%	79
2024 Q4	$284K	Buy	6,620 +2	+0%	+$91	0.21%	86
2024 Q3	$291K	Hold	6,618	–	–	0.21%	89
2024 Q2	$302K	Buy	6,618 +100	+2%	+$4.66K	0.27%	80
2024 Q1	$308K	Buy	6,518 +2	+0%	+$86	0.24%	80
2023 Q4	$273K	Hold	6,516	–	–	0.27%	78
2023 Q3	$294K	Sell	6,516 -724	-10%	-$31.7K	0.33%	77
2023 Q2	$294K	Sell	7,240 -3,586	-33%	-$146K	0.31%	81
2023 Q1	$469K	Sell	10,826 -19,756	-65%	-$845K	0.52%	53
2022 Q4	$1.34M	Sell	30,582 -746	-2%	-$32.5K	1.52%	19
2022 Q3	$1.12M	Sell	31,328 -8,488	-21%	-$321K	1.29%	22
2022 Q2	$1.52M	Hold	39,816	–	–	1.49%	16
2022 Q1	$1.52M	Sell	39,816 -7,844	-16%	-$272K	1.26%	16
2021 Q4	$1.36M	Buy	+47,660	New	+$1.35M	1.09%	23

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

Future Financial Wealth Management's XLE Position: Q1 2026 in Review

Future Financial Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 5,344 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #97.

Future Financial Wealth Management first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Future Financial Wealth Management held 5,344 shares of State Street Energy Select Sector SPDR ETF worth $298K as of Q1 2026.
Future Financial Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.19% of Future Financial Wealth Management's portfolio in Q1 2026, its #97 holding.
Future Financial Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Future Financial Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.52M in Q2 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.