Laraway Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Laraway Financial Advisors’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	$537K	Buy	8,765 +1,417	+19%	+$76K	0.38%	69
2025 Q4	$329K	Buy	7,348 +328	+5%	+$14.6K	0.21%	105
2025 Q3	$314K	Buy	7,020 +110	+2%	+$4.82K	0.21%	102
2025 Q2	$293K	Sell	6,910 -244	-3%	-$10.2K	0.22%	102
2025 Q1	$334K	Buy	7,154 +1,606	+29%	+$72.4K	0.27%	89
2024 Q4	$238K	Sell	5,548 -96	-2%	-$4.36K	0.18%	109
2024 Q3	$248K	Buy	5,644 +86	+2%	+$3.84K	0.2%	105
2024 Q2	$253K	Sell	5,558 -1,894	-25%	-$88.2K	0.22%	96
2024 Q1	$352K	Buy	7,452 +476	+7%	+$20.4K	0.31%	79
2023 Q4	$292K	Buy	6,976 +4	+0.1%	+$171	0.28%	85
2023 Q3	$315K	Sell	6,972 -144	-2%	-$6.3K	0.33%	77
2023 Q2	$289K	Buy	7,116 +64	+0.9%	+$2.61K	0.29%	85
2023 Q1	$292K	Buy	7,052 +206	+3%	+$8.81K	0.3%	87
2022 Q4	$299K	Sell	6,846 -454	-6%	-$19.8K	0.31%	88
2022 Q3	$263K	Buy	7,300 +20	+0.3%	+$756	0.29%	89
2022 Q2	$260K	Hold	7,280	–	–	0.28%	91
2022 Q1	$278K	Buy	+7,280	New	+$252K	0.25%	94

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

Laraway Financial Advisors's XLE Position: Q1 2026 in Review

Laraway Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q1 2026, buying an estimated $76K and bringing the position to 8,765 shares worth $537K. The position accounts for 0.38% of the portfolio, ranked #69.

Laraway Financial Advisors first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Laraway Financial Advisors held 8,765 shares of State Street Energy Select Sector SPDR ETF worth $537K as of Q1 2026.
Laraway Financial Advisors bought 1,417 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $76K.
State Street Energy Select Sector SPDR ETF made up 0.38% of Laraway Financial Advisors's portfolio in Q1 2026, its #69 holding.
Laraway Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.