IHT Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IHT Wealth Management’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	$11.6M	Buy	190,022 +99,524	+110%	+$5.34M	0.27%	78
2025 Q4	$4.05M	Sell	90,498 -680	-0.7%	-$30.3K	0.1%	209
2025 Q3	$4.07M	Buy	91,178 +118	+0.1%	+$5.17K	0.1%	193
2025 Q2	$3.86M	Sell	91,060 -5,308	-6%	-$221K	0.11%	183
2025 Q1	$4.5M	Sell	96,368 -17,218	-15%	-$776K	0.14%	143
2024 Q4	$4.86M	Buy	113,586 +2,116	+2%	+$96.2K	0.16%	131
2024 Q3	$4.91M	Sell	111,470 -20,958	-16%	-$937K	0.14%	140
2024 Q2	$6.04M	Buy	132,428 +19,874	+18%	+$926K	0.23%	92
2024 Q1	$5.31M	Sell	112,554 -81,070	-42%	-$3.48M	0.21%	96
2023 Q4	$8.12M	Buy	193,624 +9,304	+5%	+$398K	0.36%	55
2023 Q3	$8.33M	Sell	184,320 -17,106	-8%	-$748K	0.42%	43
2023 Q2	$8.17M	Sell	201,426 -27,682	-12%	-$1.13M	0.43%	42
2023 Q1	$9.49M	Sell	229,108 -7,124	-3%	-$305K	0.54%	33
2022 Q4	$10.3M	Sell	236,232 -27,094	-10%	-$1.18M	0.65%	24
2022 Q3	$9.48M	Buy	263,326 +64,368	+32%	+$2.43M	0.72%	16
2022 Q2	$7.11M	Buy	198,958 +7,854	+4%	+$315K	0.63%	28
2022 Q1	$7.3M	Buy	191,104 +83,042	+77%	+$2.88M	0.55%	29
2021 Q4	$3M	Sell	108,062 -30,496	-22%	-$862K	0.22%	97
2021 Q3	$3.61M	Sell	138,558 -63,618	-31%	-$1.58M	0.29%	74
2021 Q2	$5.45M	Buy	202,176 +97,550	+93%	+$2.54M	0.35%	55
2021 Q1	$2.57M	Buy	104,626 +14,224	+16%	+$328K	0.18%	122
2020 Q4	$1.71M	Sell	90,402 -1,072	-1%	-$18.5K	0.14%	156
2020 Q3	$1.37M	Sell	91,474 -14,194	-13%	-$252K	0.14%	158
2020 Q2	$2M	Buy	105,668 +18,738	+22%	+$348K	0.27%	85
2020 Q1	$1.26M	Buy	86,930 +43,240	+99%	+$1.03M	0.18%	132
2019 Q4	$1.31M	Buy	43,690 +10,212	+31%	+$303K	0.16%	150
2019 Q3	$991K	Buy	33,478 +5,004	+18%	+$151K	0.13%	172
2019 Q2	$907K	Buy	28,474 +554	+2%	+$17.7K	0.13%	180
2019 Q1	$923K	Buy	27,920 +2,888	+12%	+$92.8K	0.15%	163
2018 Q4	$718K	Buy	25,032 +1,176	+5%	+$39.3K	0.14%	180
2018 Q3	$903K	Buy	23,856 +230	+1%	+$8.62K	0.2%	135
2018 Q2	$897K	Sell	23,626 -1,046	-4%	-$38.9K	0.23%	117
2018 Q1	$815K	Sell	24,672 -552	-2%	-$19.5K	0.22%	117
2017 Q4	$951K	Buy	25,224 +4,502	+22%	+$155K	0.25%	108
2017 Q3	$707K	Buy	20,722 +202	+1%	+$6.57K	0.3%	90
2017 Q2	$3	Buy	20,520 +3,162	+18%	+$106K	﹤0.01%	1188
2017 Q1	$608K	Buy	17,358 +1,714	+11%	+$62K	0.41%	59
2016 Q4	$596K	Buy	+15,644	New	+$566K	0.45%	52

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

IHT Wealth Management's XLE Position: Q1 2026 in Review

IHT Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 110% in Q1 2026, buying an estimated $5.34M and bringing the position to 190,022 shares worth $11.6M. The position accounts for 0.27% of the portfolio, ranked #78.

IHT Wealth Management first reported a position in XLE in Q4 2016 and has held it in 38 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

IHT Wealth Management held 190,022 shares of State Street Energy Select Sector SPDR ETF worth $11.6M as of Q1 2026.
IHT Wealth Management bought 99,524 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.34M.
State Street Energy Select Sector SPDR ETF made up 0.27% of IHT Wealth Management's portfolio in Q1 2026, its #78 holding.
IHT Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.