Investment Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Investment Advisory Group’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	$314K	Sell	5,132 -150	-3%	-$8.05K	0.08%	143
2025 Q4	$236K	Sell	5,282 -400	-7%	-$17.8K	0.06%	173
2025 Q3	$254K	Hold	5,682	–	–	0.07%	159
2025 Q2	$241K	Buy	5,682 +190	+3%	+$7.91K	0.07%	152
2025 Q1	$257K	Buy	5,492 +796	+17%	+$35.9K	0.09%	141
2024 Q4	$201K	Hold	4,696	–	–	0.07%	164
2024 Q3	$206K	Hold	4,696	–	–	0.07%	166
2024 Q2	$214K	Buy	4,696 +406	+9%	+$18.9K	0.08%	153
2024 Q1	$203K	Buy	+4,290	New	+$184K	0.08%	154

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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Investment Advisory Group's XLE Position: Q1 2026 in Review

Investment Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q1 2026, selling an estimated $8.05K and leaving 5,132 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #143.

Investment Advisory Group first reported a position in XLE in Q1 2024 and has held it in 9 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Investment Advisory Group held 5,132 shares of State Street Energy Select Sector SPDR ETF worth $314K as of Q1 2026.
Investment Advisory Group sold 150 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.05K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Investment Advisory Group's portfolio in Q1 2026, its #143 holding.
Investment Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.