IAG Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IAG Wealth 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	$27.4K	Sell	448 -220	-33%	-$11.8K	﹤0.01%	265
2025 Q4	$29.9K	Buy	668 +6	+0.9%	+$267	﹤0.01%	253
2025 Q3	$29.6K	Sell	662 -220	-25%	-$9.63K	﹤0.01%	266
2025 Q2	$37.4K	Hold	882	–	–	﹤0.01%	220
2025 Q1	$41.2K	Sell	882 -160	-15%	-$7.21K	0.01%	212
2024 Q4	$44.6K	Buy	1,042 +424	+69%	+$19.3K	0.01%	201
2024 Q3	$27.1K	Sell	618 -276	-31%	-$12.3K	0.01%	245
2024 Q2	$40.7K	Hold	894	–	–	0.01%	196
2024 Q1	$42.2K	Sell	894 -200	-18%	-$8.59K	0.01%	180
2023 Q4	$45.9K	Buy	1,094 +800	+272%	+$34.2K	0.01%	167
2023 Q3	$13.3K	Hold	294	–	–	﹤0.01%	268
2023 Q2	$11.9K	Buy	294 +172	+141%	+$7.01K	﹤0.01%	293
2023 Q1	$5.05K	Sell	122 -34	-22%	-$1.45K	﹤0.01%	387
2022 Q4	$6.82K	Buy	156 +138	+767%	+$6.01K	﹤0.01%	330
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	425
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	428
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	435
2021 Q4	$0	Hold	18	–	–	﹤0.01%	432
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	386
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	366
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	364
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	350
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	348
2020 Q2	$1K	Buy	+18	New	+$335	﹤0.01%	414
2020 Q1	–	Sell	-120	Closed	-$2.85K	–	464
2019 Q4	$4K	Buy	+120	New	+$3.56K	﹤0.01%	332

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

IAG Wealth Partners's XLE Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q1 2026, selling an estimated $11.8K and leaving 448 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

IAG Wealth Partners first reported a position in XLE in Q4 2019 and has held it in 25 quarters since. The position peaked at $45.9K in Q4 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

IAG Wealth Partners held 448 shares of State Street Energy Select Sector SPDR ETF worth $27.4K as of Q1 2026.
IAG Wealth Partners sold 220 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $11.8K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #265 holding.
IAG Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
IAG Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $45.9K in Q4 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.