Ipsen Advisor Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ipsen Advisor 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	$1.35M	Buy	21,964 +142	+0.7%	+$7.62K	0.94%	28
2025 Q4	$976K	Sell	21,822 -572	-3%	-$25.5K	0.69%	42
2025 Q3	$1M	Sell	22,394 -208	-0.9%	-$9.11K	0.72%	39
2025 Q2	$958K	Buy	22,602 +226	+1%	+$9.41K	0.73%	38
2025 Q1	$1.05M	Buy	22,376 +178	+0.8%	+$8.03K	0.9%	30
2024 Q4	$951K	Buy	+22,198	New	+$1.01M	0.81%	33
2022 Q4	$975K	Buy	+22,304	New	+$971K	1.12%	21

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

Ipsen Advisor Group's XLE Position: Q1 2026 in Review

Ipsen Advisor Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.65% in Q1 2026, buying an estimated $7.62K and bringing the position to 21,964 shares worth $1.35M. The position accounts for 0.94% of the portfolio, ranked #28.

Ipsen Advisor Group first reported a position in XLE in Q4 2022 and has held it in 7 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Ipsen Advisor Group held 21,964 shares of State Street Energy Select Sector SPDR ETF worth $1.35M as of Q1 2026.
Ipsen Advisor Group bought 142 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.62K.
State Street Energy Select Sector SPDR ETF made up 0.94% of Ipsen Advisor Group's portfolio in Q1 2026, its #28 holding.
Ipsen Advisor Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.