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

Icon 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	–	Sell	-3,562	Closed	-$220K	–	439
2025 Q4	$220K	Sell	3,562 -1,564	-31%	-$69.6K	0.01%	369
2025 Q3	$229K	Sell	5,126 -1,044	-17%	-$45.7K	0.02%	351
2025 Q2	$262K	Buy	6,170 +44	+0.7%	+$1.83K	0.02%	325
2025 Q1	$286K	Sell	6,126 -2,722	-31%	-$123K	0.02%	293
2024 Q4	$379K	Sell	8,848 -1,416	-14%	-$64.4K	0.03%	256
2024 Q3	$451K	Buy	10,264 +2,442	+31%	+$109K	0.04%	219
2024 Q2	$365K	Buy	7,822 +2,798	+56%	+$130K	0.03%	250
2024 Q1	$237K	Buy	5,024 +2,000	+66%	+$85.9K	0.02%	317
2023 Q4	$127K	Buy	+3,024	New	+$129K	0.01%	394
2022 Q4	$214K	Buy	4,886 +592	+14%	+$25.8K	0.02%	301
2022 Q3	$155K	Buy	+4,294	New	+$162K	0.02%	329

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

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

Icon Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 3,562 shares — an estimated $220K sold.

Icon Wealth Advisors first reported a position in XLE in Q3 2022 and held it in 11 quarters. The position peaked at $451K in Q3 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Icon Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 3,562 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $220K.
Icon Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 11 quarters.
Icon Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $451K in Q3 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.