Keebeck Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Keebeck Wealth Management’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	$241K	Sell	3,940 -1,098	-22%	-$58.9K	0.03%	372
2025 Q4	$225K	Sell	5,038 -18,498	-79%	-$824K	0.03%	345
2025 Q3	$1.05M	Buy	+23,536	New	+$1.03M	0.12%	141
2025 Q1	–	Sell	-5,016	Closed	-$215K	–	300
2024 Q4	$215K	Sell	5,016 -2,012	-29%	-$91.4K	0.03%	261
2024 Q3	$309K	Sell	7,028 -2,058	-23%	-$92K	0.04%	211
2024 Q2	$414K	Sell	9,086 -2,092	-19%	-$97.4K	0.06%	189
2024 Q1	$528K	Sell	11,178 -490	-4%	-$21K	0.08%	182
2023 Q4	$489K	Buy	11,668 +1,988	+21%	+$85K	0.08%	180
2023 Q3	$437K	Buy	9,680 +2,830	+41%	+$124K	0.08%	186
2023 Q2	$278K	Buy	+6,850	New	+$279K	0.04%	226
2023 Q1	–	Sell	-5,952	Closed	-$260K	–	261
2022 Q4	$260K	Buy	+5,952	New	+$259K	0.05%	207
2022 Q3	–	Sell	-15,740	Closed	-$563K	–	246
2022 Q2	$563K	Buy	15,740 +7,982	+103%	+$320K	0.11%	147
2022 Q1	$297K	Sell	7,758 -24	-0.3%	-$831	0.05%	199
2021 Q4	$216K	Buy	+7,782	New	+$220K	0.04%	207
2020 Q3	–	Sell	-2,690	Closed	-$50K	–	366
2020 Q2	$50K	Sell	2,690 -14,028	-84%	-$261K	0.02%	218
2020 Q1	$242K	Buy	16,718 +3,628	+28%	+$86.1K	0.1%	131
2019 Q4	$404K	Buy	+13,090	New	+$388K	0.13%	108

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

Keebeck Wealth Management's XLE Position: Q1 2026 in Review

Keebeck Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q1 2026, selling an estimated $58.9K and leaving 3,940 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #372.

Keebeck Wealth Management first reported a position in XLE in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.05M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Keebeck Wealth Management held 3,940 shares of State Street Energy Select Sector SPDR ETF worth $241K as of Q1 2026.
Keebeck Wealth Management sold 1,098 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $58.9K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #372 holding.
Keebeck Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Keebeck Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.05M in Q3 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.