IBEX Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IBEX Wealth Advisors’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	$2.85M	Buy	46,483 +234	+0.5%	+$12.6K	0.27%	74
2025 Q4	$2.07M	Sell	46,249 -1,131	-2%	-$50.4K	0.2%	85
2025 Q3	$2.12M	Sell	47,380 -10,856	-19%	-$475K	0.2%	87
2025 Q2	$2.47M	Buy	58,236 +14,036	+32%	+$585K	0.26%	77
2025 Q1	$2.07M	Buy	44,200 +462	+1%	+$20.8K	0.27%	76
2024 Q4	$1.87M	Buy	+43,738	New	+$1.99M	0.22%	82
2023 Q1	–	Sell	-82,156	Closed	-$3.59M	–	183
2022 Q4	$3.59M	Sell	82,156 -680	-0.8%	-$29.6K	0.81%	40
2022 Q3	$2.98M	Sell	82,836 -128	-0.2%	-$4.84K	0.78%	44
2022 Q2	$2.97M	Buy	82,964 +32,674	+65%	+$1.31M	0.68%	56
2022 Q1	$1.92M	Buy	50,290 +522	+1%	+$18.1K	0.37%	86
2021 Q4	$1.38M	Sell	49,768 -1,066	-2%	-$30.1K	0.24%	104
2021 Q3	$1.32M	Buy	50,834 +1,660	+3%	+$41.1K	0.25%	104
2021 Q2	$1.32M	Buy	49,174 +6,782	+16%	+$176K	0.26%	105
2021 Q1	$1.04M	Buy	+42,392	New	+$978K	0.26%	97
2019 Q3	–	Sell	-356	Closed	-$11K	–	402
2019 Q2	$11K	Buy	+356	New	+$11.4K	﹤0.01%	320

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

IBEX Wealth Advisors's XLE Position: Q1 2026 in Review

IBEX Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.51% in Q1 2026, buying an estimated $12.6K and bringing the position to 46,483 shares worth $2.85M. The position accounts for 0.27% of the portfolio, ranked #74.

IBEX Wealth Advisors first reported a position in XLE in Q2 2019 and has held it in 15 quarters since. The position peaked at $3.59M in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

IBEX Wealth Advisors held 46,483 shares of State Street Energy Select Sector SPDR ETF worth $2.85M as of Q1 2026.
IBEX Wealth Advisors bought 234 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $12.6K.
State Street Energy Select Sector SPDR ETF made up 0.27% of IBEX Wealth Advisors's portfolio in Q1 2026, its #74 holding.
IBEX Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 15 quarters since.
IBEX Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.59M in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.