Global Financial Private Client’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Global Financial Private Client’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	$478K	Buy	7,797 +355	+5%	+$19K	0.16%	159
2025 Q4	$333K	Sell	7,442 -94	-1%	-$4.19K	0.12%	182
2025 Q3	$337K	Sell	7,536 -208	-3%	-$9.11K	0.12%	181
2025 Q2	$328K	Buy	7,744 +48	+0.6%	+$2K	0.12%	172
2025 Q1	$360K	Sell	7,696 -280	-4%	-$12.6K	0.14%	154
2024 Q4	$342K	Buy	7,976 +22	+0.3%	+$1K	0.13%	162
2024 Q3	$349K	Sell	7,954 -56	-0.7%	-$2.5K	0.14%	156
2024 Q2	$365K	Buy	8,010 +20	+0.3%	+$932	0.15%	147
2024 Q1	$380K	Sell	7,990 -626	-7%	-$26.9K	0.16%	140
2023 Q4	$361K	Sell	8,616 -20,530	-70%	-$878K	0.17%	139
2023 Q3	$1.29M	Sell	29,146 -6,830	-19%	-$299K	0.67%	35
2023 Q2	$1.46M	Sell	35,976 -434	-1%	-$17.7K	0.72%	32
2023 Q1	$1.58M	Buy	36,410 +33,872	+1,335%	+$1.45M	0.81%	28
2022 Q4	$111K	Buy	2,538 +210	+9%	+$9.14K	0.06%	187
2022 Q3	$88.6K	Hold	2,328	–	–	0.05%	203
2022 Q2	$84.5K	Buy	2,328 +100	+4%	+$4.01K	0.05%	205
2022 Q1	$85.8K	Buy	2,228 +1,538	+223%	+$53.3K	0.04%	214
2021 Q4	$19.1K	Buy	690 +290	+73%	+$8.19K	0.01%	338
2021 Q3	$10.8K	Hold	400	–	–	0.01%	345
2021 Q2	$11K	Hold	400	–	–	0.01%	347
2021 Q1	$10.1K	Hold	400	–	–	0.01%	315
2020 Q4	$7.58K	Sell	400 -766	-66%	-$13.2K	0.01%	323
2020 Q3	$16.9K	Sell	1,166 -426	-27%	-$7.56K	0.01%	272
2020 Q2	$29.4K	Sell	1,592 -1,954	-55%	-$36.3K	0.03%	267
2020 Q1	$49K	Buy	3,546 +580	+20%	+$13.8K	0.05%	213
2019 Q4	$89K	Buy	+2,966	New	+$88K	0.07%	181

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

Global Financial Private Client's XLE Position: Q1 2026 in Review

Global Financial Private Client increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.8% in Q1 2026, buying an estimated $19K and bringing the position to 7,797 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #159.

Global Financial Private Client first reported a position in XLE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.58M in Q1 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Global Financial Private Client held 7,797 shares of State Street Energy Select Sector SPDR ETF worth $478K as of Q1 2026.
Global Financial Private Client bought 355 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $19K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Global Financial Private Client's portfolio in Q1 2026, its #159 holding.
Global Financial Private Client first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Global Financial Private Client's State Street Energy Select Sector SPDR ETF position peaked at $1.58M in Q1 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.