Integrity Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Integrity Financial’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	$98K	Hold	1,600	–	–	0.05%	190
2025 Q4	$71.5K	Sell	1,600 -136	-8%	-$6.06K	0.04%	185
2025 Q3	$77.5K	Sell	1,736 -10	-0.6%	-$438	0.04%	185
2025 Q2	$74K	Buy	1,746 +130	+8%	+$5.41K	0.04%	179
2025 Q1	$75.5K	Buy	1,616 +10	+0.6%	+$451	0.04%	162
2024 Q4	$68.8K	Hold	1,606	–	–	0.04%	158
2024 Q3	$70.5K	Sell	1,606 -1,600	-50%	-$71.5K	0.04%	150
2024 Q2	$146K	Buy	3,206 +532	+20%	+$24.8K	0.09%	121
2024 Q1	$126K	Hold	2,674	–	–	0.09%	125
2023 Q4	$112K	Sell	2,674 -230	-8%	-$9.84K	0.08%	124
2023 Q3	$131K	Sell	2,904 -24	-0.8%	-$1.05K	0.1%	113
2023 Q2	$119K	Sell	2,928 -5,028	-63%	-$205K	0.09%	114
2023 Q1	$329K	Sell	7,956 -1,284	-14%	-$54.9K	0.27%	71
2022 Q4	$404K	Sell	9,240 -2,724	-23%	-$119K	0.38%	57
2022 Q3	$431K	Sell	11,964 -114	-0.9%	-$4.31K	0.45%	52
2022 Q2	$432K	Sell	12,078 -28	-0.2%	-$1.12K	0.41%	49
2022 Q1	$463K	Sell	12,106 -316	-3%	-$10.9K	0.38%	49
2021 Q4	$345K	Buy	+12,422	New	+$351K	0.26%	70

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

Integrity Financial's XLE Position: Q1 2026 in Review

Integrity Financial held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 1,600 shares worth $98K. The position accounts for 0.05% of the portfolio, ranked #190.

Integrity Financial first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $463K in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Integrity Financial held 1,600 shares of State Street Energy Select Sector SPDR ETF worth $98K as of Q1 2026.
Integrity Financial left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Integrity Financial's portfolio in Q1 2026, its #190 holding.
Integrity Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Integrity Financial's State Street Energy Select Sector SPDR ETF position peaked at $463K in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.