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
2019 Q3	–	Sell	-1,000	Closed	-$1K	–	494
2019 Q2	$1K	Sell	1,000 -1,200	-55%	-$38.4K	﹤0.01%	452
2019 Q1	$2K	Buy	+2,200	New	+$70.7K	﹤0.01%	468

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. 2,103 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.
2,103 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.