L.J. Altfest & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

L.J. Altfest & Co’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	$5.17M	Sell	84,461 -25,440	-23%	-$1.36M	0.55%	39
2025 Q4	$4.91M	Sell	109,901 -803	-0.7%	-$35.8K	0.54%	41
2025 Q3	$4.95M	Buy	+110,704	New	+$4.85M	0.55%	43
2025 Q2	–	Sell	-5,846	Closed	-$273K	–	370
2025 Q1	$273K	Hold	5,846	–	–	0.03%	283
2024 Q4	$250K	Buy	+5,846	New	+$266K	0.03%	290
2022 Q4	–	Sell	-21,680	Closed	-$781K	–	283
2022 Q3	$781K	Buy	+21,680	New	+$820K	0.15%	104

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

L.J. Altfest & Co's XLE Position: Q1 2026 in Review

L.J. Altfest & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q1 2026, selling an estimated $1.36M and leaving 84,461 shares worth $5.17M. The position accounts for 0.55% of the portfolio, ranked #39.

L.J. Altfest & Co first reported a position in XLE in Q3 2022 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

L.J. Altfest & Co held 84,461 shares of State Street Energy Select Sector SPDR ETF worth $5.17M as of Q1 2026.
L.J. Altfest & Co sold 25,440 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.36M.
State Street Energy Select Sector SPDR ETF made up 0.55% of L.J. Altfest & Co's portfolio in Q1 2026, its #39 holding.
L.J. Altfest & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 6 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.