Independent Advisor Alliance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independent Advisor Alliance’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	$12.8M	Buy	209,292 +194,471	+1,312%	+$10.4M	0.14%	136
2025 Q4	$663K	Buy	14,821 +4,015	+37%	+$179K	0.02%	576
2025 Q3	$483K	Buy	10,806 +3,622	+50%	+$159K	0.01%	630
2025 Q2	$305K	Buy	+7,184	New	+$299K	0.01%	716
2025 Q1	–	Sell	-260,108	Closed	-$11.1M	–	1379
2024 Q4	$11.1M	Buy	+260,108	New	+$11.8M	0.15%	154
2024 Q2	–	Sell	-5,604	Closed	-$265K	–	753
2024 Q1	$265K	Buy	5,604 +662	+13%	+$28.4K	0.01%	603
2023 Q4	$207K	Buy	+4,942	New	+$211K	0.01%	639
2022 Q4	–	Sell	-19,968	Closed	-$719K	–	636
2022 Q3	$719K	Buy	+19,968	New	+$755K	0.04%	305
2021 Q3	–	Sell	-21,740	Closed	-$586K	–	676
2021 Q2	$586K	Buy	21,740 +3,308	+18%	+$86K	0.03%	355
2021 Q1	$452K	Buy	+18,432	New	+$425K	0.03%	394
2020 Q1	–	Sell	-65,876	Closed	-$1.98M	–	878
2019 Q4	$1.98M	Buy	+65,876	New	+$1.95M	0.09%	239

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

Independent Advisor Alliance's XLE Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,312% in Q1 2026, buying an estimated $10.4M and bringing the position to 209,292 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #136.

Independent Advisor Alliance first reported a position in XLE in Q4 2019 and has held it in 11 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Independent Advisor Alliance held 209,292 shares of State Street Energy Select Sector SPDR ETF worth $12.8M as of Q1 2026.
Independent Advisor Alliance bought 194,471 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4M.
State Street Energy Select Sector SPDR ETF made up 0.14% of Independent Advisor Alliance's portfolio in Q1 2026, its #136 holding.
Independent Advisor Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.