Level Four Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Level Four Advisory Services’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	$2.74M	Buy	44,781 +3,415	+8%	+$183K	0.09%	252
2025 Q4	$1.85M	Buy	41,366 +240	+0.6%	+$10.7K	0.06%	294
2025 Q3	$1.84M	Sell	41,126 -19,128	-32%	-$837K	0.06%	291
2025 Q2	$2.56M	Buy	60,254 +17,344	+40%	+$722K	0.09%	233
2025 Q1	$2.01M	Sell	42,910 -8,054	-16%	-$363K	0.08%	244
2024 Q4	$2.18M	Buy	50,964 +3,730	+8%	+$170K	0.09%	236
2024 Q3	$2.09M	Buy	47,234 +5,046	+12%	+$226K	0.09%	233
2024 Q2	$1.92M	Sell	42,188 -1,356	-3%	-$63.2K	0.09%	245
2024 Q1	$1.83M	Hold	43,544	–	–	0.1%	218
2023 Q4	$1.83M	Sell	43,544 -5,528	-11%	-$236K	0.1%	214
2023 Q3	$2.22M	Buy	49,072 +6,396	+15%	+$280K	0.14%	169
2023 Q2	$1.73M	Sell	42,676 -1,040	-2%	-$42.4K	0.1%	211
2023 Q1	$1.81M	Sell	43,716 -986	-2%	-$42.2K	0.12%	192
2022 Q4	$1.96M	Buy	44,702 +17,772	+66%	+$774K	0.15%	172
2022 Q3	$970K	Sell	26,930 -3,484	-11%	-$132K	0.09%	209
2022 Q2	$1.09M	Sell	30,414 -400	-1%	-$16K	0.1%	205
2022 Q1	$1.18M	Buy	30,814 +11,638	+61%	+$403K	0.09%	220
2021 Q4	$532K	Buy	+19,176	New	+$542K	0.04%	371
2021 Q3	–	Sell	-31,920	Closed	-$860K	–	655
2021 Q2	$860K	Buy	31,920 +2,476	+8%	+$64.4K	0.06%	292
2021 Q1	$722K	Buy	29,444 +13,486	+85%	+$311K	0.06%	312
2020 Q4	$302K	Buy	+15,958	New	+$275K	0.02%	466
2019 Q4	–	Sell	-7,352	Closed	-$217K	–	574
2019 Q3	$217K	Sell	7,352 -1,638	-18%	-$49.5K	0.02%	463
2019 Q2	$286K	Sell	8,990 -1,162	-11%	-$37.2K	0.03%	432
2019 Q1	$335K	Sell	10,152 -128	-1%	-$4.11K	0.04%	389
2018 Q4	$295K	Sell	10,280 -2,250	-18%	-$75.3K	0.04%	404
2018 Q3	$475K	Sell	12,530 -166,670	-93%	-$6.25M	0.05%	351
2018 Q2	$6.8M	Buy	179,200 +164,766	+1,142%	+$6.12M	0.5%	48
2018 Q1	$486K	Sell	14,434 -185,106	-93%	-$6.55M	0.04%	360
2017 Q4	$7.21M	Buy	199,540 +7,128	+4%	+$245K	0.56%	39
2017 Q3	$6.59M	Sell	192,412 -12,130	-6%	-$395K	0.58%	36
2017 Q2	$7.17M	Sell	204,542 -280	-0.1%	-$9.41K	1.1%	14
2017 Q1	$7.18M	Buy	204,822 +184,300	+898%	+$6.66M	0.73%	27
2016 Q4	$773K	Buy	+20,522	New	+$742K	0.1%	200

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

Level Four Advisory Services's XLE Position: Q1 2026 in Review

Level Four Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.3% in Q1 2026, buying an estimated $183K and bringing the position to 44,781 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #252.

Level Four Advisory Services first reported a position in XLE in Q4 2016 and has held it in 33 quarters since. The position peaked at $7.21M in Q4 2017. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Level Four Advisory Services held 44,781 shares of State Street Energy Select Sector SPDR ETF worth $2.74M as of Q1 2026.
Level Four Advisory Services bought 3,415 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $183K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Level Four Advisory Services's portfolio in Q1 2026, its #252 holding.
Level Four Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 33 quarters since.
Level Four Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $7.21M in Q4 2017.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.