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

Kingsview 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	$9.07M	Buy	148,122 +17,993	+14%	+$965K	0.12%	143
2025 Q4	$5.82M	Buy	130,129 +4,433	+4%	+$197K	0.08%	252
2025 Q3	$5.61M	Buy	125,696 +5,838	+5%	+$256K	0.09%	241
2025 Q2	$5.08M	Buy	119,858 +11,572	+11%	+$482K	0.09%	243
2025 Q1	$5.06M	Buy	108,286 +22,014	+26%	+$993K	0.1%	216
2024 Q4	$3.7M	Buy	86,272 +10,650	+14%	+$484K	0.07%	258
2024 Q3	$3.32M	Buy	75,622 +18,678	+33%	+$835K	0.07%	255
2024 Q2	$2.6M	Buy	56,944 +3,028	+6%	+$141K	0.06%	285
2024 Q1	$2.55M	Buy	53,916 +15,194	+39%	+$653K	0.06%	287
2023 Q4	$1.62M	Sell	38,722 -15,360	-28%	-$657K	0.05%	329
2023 Q3	$2.44M	Buy	54,082 +10,514	+24%	+$460K	0.09%	237
2023 Q2	$1.77M	Sell	43,568 -21,420	-33%	-$872K	0.07%	265
2023 Q1	$2.69M	Sell	64,988 -633,520	-91%	-$27.1M	0.11%	194
2022 Q4	$30.5M	Buy	698,508 +627,028	+877%	+$27.3M	1.33%	9
2022 Q3	$2.57M	Sell	71,480 -53,112	-43%	-$2.01M	0.12%	190
2022 Q2	$4.46M	Sell	124,592 -66,166	-35%	-$2.65M	0.21%	120
2022 Q1	$7.29M	Sell	190,758 -377,892	-66%	-$13.1M	0.32%	71
2021 Q4	$15.8M	Buy	568,650 +213,042	+60%	+$6.02M	0.66%	28
2021 Q3	$9.26M	Buy	355,608 +8,888	+3%	+$220K	0.44%	44
2021 Q2	$9.5M	Sell	346,720 -276,992	-44%	-$7.2M	0.47%	37
2021 Q1	$15.7M	Sell	623,712 -68,068	-10%	-$1.57M	0.89%	12
2020 Q4	$13.1M	Buy	691,780 +357,852	+107%	+$6.17M	0.95%	17
2020 Q3	$5M	Buy	333,928 +322,016	+2,703%	+$5.72M	0.45%	53
2020 Q2	$225K	Buy	+11,912	New	+$222K	0.02%	502
2020 Q1	–	Sell	-148,758	Closed	-$4.47M	–	583
2019 Q4	$4.47M	Sell	148,758 -2,820	-2%	-$83.6K	0.56%	46
2019 Q3	$4.49M	Buy	151,578 +31,542	+26%	+$954K	0.71%	34
2019 Q2	$3.82M	Sell	120,036 -870	-0.7%	-$27.9K	0.64%	40
2019 Q1	$4M	Buy	+120,906	New	+$3.88M	0.61%	36
2017 Q2	–	Sell	-7,536	Closed	-$263K	–	394
2017 Q1	$263K	Buy	+7,536	New	+$272K	0.16%	192

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

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

Kingsview Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q1 2026, buying an estimated $965K and bringing the position to 148,122 shares worth $9.07M. The position accounts for 0.12% of the portfolio, ranked #143.

Kingsview Wealth Management first reported a position in XLE in Q1 2017 and has held it in 29 quarters since. The position peaked at $30.5M in Q4 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Kingsview Wealth Management held 148,122 shares of State Street Energy Select Sector SPDR ETF worth $9.07M as of Q1 2026.
Kingsview Wealth Management bought 17,993 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $965K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #143 holding.
Kingsview Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 29 quarters since.
Kingsview Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $30.5M in Q4 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.