High Net Worth Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

High Net Worth Advisory Group’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	$1.33M	Sell	21,692 -1,000	-4%	-$53.6K	0.31%	75
2025 Q4	$1.01M	Sell	22,692 -136	-0.6%	-$6.06K	0.23%	94
2025 Q3	$1.02M	Hold	22,828	–	–	0.25%	92
2025 Q2	$968K	Hold	22,828	–	–	0.26%	85
2025 Q1	$1.07M	Hold	22,828	–	–	0.3%	78
2024 Q4	$978K	Hold	22,828	–	–	0.27%	83
2024 Q3	$1M	Hold	22,828	–	–	0.27%	83
2024 Q2	$1.04M	Hold	22,828	–	–	0.32%	70
2024 Q1	$1.08M	Hold	22,828	–	–	0.34%	71
2023 Q4	$957K	Sell	22,828 -540	-2%	-$23.1K	0.36%	69
2023 Q3	$1.06M	Hold	23,368	–	–	0.42%	61
2023 Q2	$948K	Buy	23,368 +1,158	+5%	+$47.2K	0.37%	65
2023 Q1	$920K	Buy	22,210 +100	+0.5%	+$4.28K	0.37%	71
2022 Q4	$967K	Buy	22,110 +504	+2%	+$21.9K	0.38%	66
2022 Q3	$778K	Buy	21,606 +36	+0.2%	+$1.36K	0.33%	67
2022 Q2	$771K	Hold	21,570	–	–	0.32%	77
2022 Q1	$824K	Sell	21,570 -1,130	-5%	-$39.1K	0.3%	76
2021 Q4	$630K	Buy	+22,700	New	+$641K	0.22%	94

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

High Net Worth Advisory Group's XLE Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q1 2026, selling an estimated $53.6K and leaving 21,692 shares worth $1.33M. The position accounts for 0.31% of the portfolio, ranked #75.

High Net Worth Advisory Group first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

High Net Worth Advisory Group held 21,692 shares of State Street Energy Select Sector SPDR ETF worth $1.33M as of Q1 2026.
High Net Worth Advisory Group sold 1,000 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $53.6K.
State Street Energy Select Sector SPDR ETF made up 0.31% of High Net Worth Advisory Group's portfolio in Q1 2026, its #75 holding.
High Net Worth Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.