Golden State Equity Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Golden State Equity Partners’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	$4.61M	Buy	75,323 +41,890	+125%	+$2.25M	0.35%	55
2025 Q4	$1.49M	Buy	33,433 +6,599	+25%	+$294K	0.24%	89
2025 Q3	$1.2M	Sell	26,834 -1,320	-5%	-$57.8K	0.2%	123
2025 Q2	$1.19M	Buy	28,154 +570	+2%	+$23.7K	0.22%	108
2025 Q1	$1.29M	Sell	27,584 -182	-0.7%	-$8.21K	0.26%	99
2024 Q4	$1.19M	Buy	27,766 +26,268	+1,754%	+$1.19M	0.23%	112
2024 Q3	$65.8K	Sell	1,498 -27,026	-95%	-$1.21M	0.03%	346
2024 Q2	$1.3M	Buy	+28,524	New	+$1.33M	0.27%	88
2023 Q4	$1.18M	Sell	28,052 -1,576	-5%	-$67.4K	0.29%	90
2023 Q3	$1.34M	Buy	29,628 +2,064	+7%	+$90.3K	0.37%	69
2023 Q2	$1.12M	Buy	+27,564	New	+$1.12M	0.31%	78
2021 Q2	–	Sell	-29,302	Closed	-$719K	–	285
2021 Q1	$719K	Buy	+29,302	New	+$676K	0.41%	71

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

Golden State Equity Partners's XLE Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 125% in Q1 2026, buying an estimated $2.25M and bringing the position to 75,323 shares worth $4.61M. The position accounts for 0.35% of the portfolio, ranked #55.

Golden State Equity Partners first reported a position in XLE in Q1 2021 and has held it in 12 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Golden State Equity Partners held 75,323 shares of State Street Energy Select Sector SPDR ETF worth $4.61M as of Q1 2026.
Golden State Equity Partners bought 41,890 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.25M.
State Street Energy Select Sector SPDR ETF made up 0.35% of Golden State Equity Partners's portfolio in Q1 2026, its #55 holding.
Golden State Equity Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 12 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.