Insigneo Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Insigneo Advisory Services’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	$3.71M	Sell	60,539 -25,848	-30%	-$1.39M	0.26%	64
2025 Q4	$3.86M	Buy	86,387 +11,331	+15%	+$505K	0.28%	57
2025 Q3	$3.35M	Sell	75,056 -4,356	-5%	-$191K	0.24%	73
2025 Q2	$3.37M	Buy	79,412 +27,690	+54%	+$1.15M	0.29%	60
2025 Q1	$2.42M	Sell	51,722 -41,818	-45%	-$1.89M	0.25%	81
2024 Q4	$4.01M	Sell	93,540 -3,482	-4%	-$158K	0.41%	39
2024 Q3	$4.26M	Buy	97,022 +1,178	+1%	+$52.7K	0.43%	38
2024 Q2	$4.14M	Sell	95,844 -926	-1%	-$43.1K	0.47%	37
2024 Q1	$4.57M	Sell	96,770 -8,352	-8%	-$359K	0.54%	29
2023 Q4	$4.41M	Buy	105,122 +80,322	+324%	+$3.43M	0.62%	25
2023 Q3	$1.12M	Sell	24,800 -69,494	-74%	-$3.04M	0.23%	97
2023 Q2	$3.83M	Buy	94,294 +19,312	+26%	+$787K	0.73%	20
2023 Q1	$3.11M	Buy	74,982 +38,296	+104%	+$1.64M	0.99%	16
2022 Q4	$1.6M	Buy	+36,686	New	+$1.6M	0.61%	33

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

Insigneo Advisory Services's XLE Position: Q1 2026 in Review

Insigneo Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q1 2026, selling an estimated $1.39M and leaving 60,539 shares worth $3.71M. The position accounts for 0.26% of the portfolio, ranked #64.

Insigneo Advisory Services first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.57M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Insigneo Advisory Services held 60,539 shares of State Street Energy Select Sector SPDR ETF worth $3.71M as of Q1 2026.
Insigneo Advisory Services sold 25,848 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.39M.
State Street Energy Select Sector SPDR ETF made up 0.26% of Insigneo Advisory Services's portfolio in Q1 2026, its #64 holding.
Insigneo Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $4.57M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.