KFA Private Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

KFA Private Wealth 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	$865K	Sell	14,123 -426	-3%	-$22.9K	0.21%	57
2025 Q4	$651K	Sell	14,549 -597	-4%	-$26.6K	0.16%	67
2025 Q3	$677K	Sell	15,146 -1,838	-11%	-$80.5K	0.19%	57
2025 Q2	$720K	Buy	16,984 +294	+2%	+$12.2K	0.22%	53
2025 Q1	$780K	Buy	16,690 +6,716	+67%	+$303K	0.27%	44
2024 Q4	$427K	Buy	9,974 +5,406	+118%	+$246K	0.18%	55
2024 Q3	$201K	Buy	4,568 +24	+0.5%	+$1.07K	0.1%	82
2024 Q2	$207K	Sell	4,544 -1,174	-21%	-$54.7K	0.11%	75
2024 Q1	$270K	Buy	5,718 +722	+14%	+$31K	0.08%	84
2023 Q4	$209K	Buy	+4,996	New	+$214K	0.08%	81

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

KFA Private Wealth Group's XLE Position: Q1 2026 in Review

KFA Private Wealth Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q1 2026, selling an estimated $22.9K and leaving 14,123 shares worth $865K. The position accounts for 0.21% of the portfolio, ranked #57.

KFA Private Wealth Group first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

KFA Private Wealth Group held 14,123 shares of State Street Energy Select Sector SPDR ETF worth $865K as of Q1 2026.
KFA Private Wealth Group sold 426 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $22.9K.
State Street Energy Select Sector SPDR ETF made up 0.21% of KFA Private Wealth Group's portfolio in Q1 2026, its #57 holding.
KFA Private Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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