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

Lifeworks 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	$506K	Sell	8,268 -1,268	-13%	-$68K	0.07%	195
2025 Q4	$426K	Sell	9,536 -1,716	-15%	-$76.4K	0.06%	226
2025 Q3	$503K	Sell	11,252 -150	-1%	-$6.57K	0.07%	207
2025 Q2	$483K	Sell	11,402 -1,478	-11%	-$61.6K	0.07%	199
2025 Q1	$602K	Sell	12,880 -8,588	-40%	-$387K	0.1%	167
2024 Q4	$919K	Sell	21,468 -344	-2%	-$15.6K	0.17%	124
2024 Q3	$958K	Sell	21,812 -2,206	-9%	-$98.6K	0.19%	116
2024 Q2	$1.09M	Buy	24,018 +430	+2%	+$20K	0.3%	82
2024 Q1	$1.11M	Buy	23,588 +234	+1%	+$10.1K	0.31%	84
2023 Q4	$979K	Sell	23,354 -416	-2%	-$17.8K	0.34%	83
2023 Q3	$1.07M	Buy	23,770 +16,760	+239%	+$733K	0.42%	78
2023 Q2	$285K	Buy	7,010 +92	+1%	+$3.75K	0.12%	130
2023 Q1	$287K	Buy	+6,918	New	+$296K	0.14%	123

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

Lifeworks Advisors's XLE Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q1 2026, selling an estimated $68K and leaving 8,268 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #195.

Lifeworks Advisors first reported a position in XLE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Lifeworks Advisors held 8,268 shares of State Street Energy Select Sector SPDR ETF worth $506K as of Q1 2026.
Lifeworks Advisors sold 1,268 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $68K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #195 holding.
Lifeworks Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Lifeworks Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.11M in Q1 2024.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.