Guardian Wealth Management (Illinois)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Guardian Wealth Management (Illinois)’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	–	Sell	-88,579	Closed	-$3.96M	–	68
2025 Q4	$3.96M	Buy	+88,579	New	+$3.94M	2.33%	13
2025 Q2	–	Sell	-416	Closed	-$19.4K	–	217
2025 Q1	$19.4K	Sell	416 -65,568	-99%	-$2.96M	0.01%	135
2024 Q4	$2.83M	Buy	65,984 +65,796	+34,998%	+$2.99M	1.93%	16
2024 Q3	$8.25K	Sell	188 -6	-3%	-$268	0.01%	181
2024 Q2	$8.85K	Hold	194	–	–	0.01%	174
2024 Q1	$9.16K	Hold	194	–	–	0.01%	166
2023 Q4	$8.14K	Hold	194	–	–	0.01%	177
2023 Q3	$8.78K	Hold	194	–	–	0.01%	166
2023 Q2	$7.88K	Hold	194	–	–	0.01%	170
2023 Q1	$8.04K	Hold	194	–	–	0.01%	173
2022 Q4	$8.49K	Sell	194 -410	-68%	-$17.8K	0.01%	173
2022 Q3	$22K	Sell	604 -216	-26%	-$8.17K	0.02%	134
2022 Q2	$29K	Buy	820 +8	+1%	+$321	0.03%	130
2022 Q1	$31K	Buy	812 +8	+1%	+$277	0.03%	137
2021 Q4	$22K	Buy	+804	New	+$22.7K	0.02%	149

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

Guardian Wealth Management (Illinois)'s XLE Position: Q1 2026 in Review

Guardian Wealth Management (Illinois) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 88,579 shares — an estimated $3.96M sold.

Guardian Wealth Management (Illinois) first reported a position in XLE in Q4 2021 and held it in 15 quarters. The position peaked at $3.96M in Q4 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Guardian Wealth Management (Illinois) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 88,579 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.96M.
Guardian Wealth Management (Illinois) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
Guardian Wealth Management (Illinois)'s State Street Energy Select Sector SPDR ETF position peaked at $3.96M in Q4 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 8 May 2026.