Kestra Private Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kestra Private Wealth 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	$6.8M	Buy	111,078 +12,081	+12%	+$648K	0.08%	255
2025 Q4	$4.43M	Sell	98,997 -4,901	-5%	-$218K	0.05%	342
2025 Q3	$4.64M	Sell	103,898 -10,622	-9%	-$465K	0.06%	318
2025 Q2	$4.86M	Sell	114,520 -308	-0.3%	-$12.8K	0.07%	277
2025 Q1	$5.37M	Sell	114,828 -18,088	-14%	-$816K	0.09%	240
2024 Q4	$5.69M	Buy	132,916 +7,640	+6%	+$347K	0.1%	222
2024 Q3	$5.5M	Sell	125,276 -76,838	-38%	-$3.43M	0.1%	217
2024 Q2	$9.21M	Sell	202,114 -13,230	-6%	-$616K	0.18%	124
2024 Q1	$10.2M	Buy	215,344 +12,276	+6%	+$527K	0.23%	105
2023 Q4	$8.51M	Buy	203,068 +10,394	+5%	+$444K	0.22%	111
2023 Q3	$8.71M	Buy	192,674 +10,052	+6%	+$440K	0.27%	91
2023 Q2	$7.41M	Buy	182,622 +34,254	+23%	+$1.4M	0.25%	101
2023 Q1	$6.14M	Buy	148,368 +7,562	+5%	+$323K	0.24%	107
2022 Q4	$6.16M	Buy	140,806 +13,602	+11%	+$592K	0.31%	87
2022 Q3	$4.58M	Buy	127,204 +31,646	+33%	+$1.2M	0.27%	99
2022 Q2	$3.42M	Sell	95,558 -7,346	-7%	-$295K	0.2%	129
2022 Q1	$3.93M	Buy	102,904 +1,900	+2%	+$65.8K	0.2%	123
2021 Q4	$2.8M	Buy	101,004 +17,366	+21%	+$491K	0.13%	165
2021 Q3	$2.18M	Buy	83,638 +7,072	+9%	+$175K	0.12%	184
2021 Q2	$2.06M	Sell	76,566 -2,080	-3%	-$54.1K	0.13%	181
2021 Q1	$1.93M	Buy	78,646 +12,638	+19%	+$292K	0.13%	177
2020 Q4	$1.26M	Buy	66,008 +19,906	+43%	+$343K	0.09%	223
2020 Q3	$692K	Buy	+46,102	New	+$819K	0.06%	320

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

Kestra Private Wealth Services's XLE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, buying an estimated $648K and bringing the position to 111,078 shares worth $6.8M. The position accounts for 0.08% of the portfolio, ranked #255.

Kestra Private Wealth Services first reported a position in XLE in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Kestra Private Wealth Services held 111,078 shares of State Street Energy Select Sector SPDR ETF worth $6.8M as of Q1 2026.
Kestra Private Wealth Services bought 12,081 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $648K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Kestra Private Wealth Services's portfolio in Q1 2026, its #255 holding.
Kestra Private Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Private Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $10.2M in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.