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

Legend 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 		$2.7M Buy
44,116
+142
+0.3% +$7.62K 1.74% 15
2025
Q4 		$1.97M Buy
43,974
+2,392
+6% +$107K 1.19% 17
2025
Q3 		$1.86M Buy
41,582
+2,668
+7% +$117K 1.14% 17
2025
Q2 		$1.65M Buy
38,914
+1,404
+4% +$58.5K 1.1% 18
2025
Q1 		$1.75M Buy
+37,510
New +$1.69M 1.29% 17

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

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

Legend Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.32% in Q1 2026, buying an estimated $7.62K and bringing the position to 44,116 shares worth $2.7M. The position accounts for 1.74% of the portfolio, ranked #15.

Legend Financial Advisors first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Legend Financial Advisors held 44,116 shares of State Street Energy Select Sector SPDR ETF worth $2.7M as of Q1 2026.
  • Legend Financial Advisors bought 142 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.62K.
  • State Street Energy Select Sector SPDR ETF made up 1.74% of Legend Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Legend Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.