Lyell Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lyell Wealth Management’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	$2.69M	Sell	43,932 -919	-2%	-$49.3K	0.2%	85
2025 Q4	$2.01M	Sell	44,851 -5,509	-11%	-$245K	0.15%	88
2025 Q3	$2.25M	Sell	50,360 -12,718	-20%	-$557K	0.17%	84
2025 Q2	$2.67M	Sell	63,078 -78,208	-55%	-$3.26M	0.21%	81
2025 Q1	$6.6M	Sell	141,286 -53,926	-28%	-$2.43M	0.62%	60
2024 Q4	$8.36M	Sell	195,212 -10,656	-5%	-$484K	0.75%	46
2024 Q3	$9.04M	Sell	205,868 -1,776	-0.9%	-$79.4K	0.82%	39
2024 Q2	$9.46M	Buy	207,644 +8,792	+4%	+$410K	0.9%	37
2024 Q1	$9.39M	Sell	198,852 -2,720	-1%	-$117K	0.95%	36
2023 Q4	$8.45M	Sell	201,572 -6,286	-3%	-$269K	0.96%	39
2023 Q3	$9.39M	Buy	207,858 +5,732	+3%	+$251K	1.26%	26
2023 Q2	$8.2M	Buy	202,126 +1,984	+1%	+$80.8K	1.05%	34
2023 Q1	$8.29M	Sell	200,142 -1,568	-0.8%	-$67K	1.16%	30
2022 Q4	$8.82M	Buy	201,710 +49,274	+32%	+$2.14M	1.39%	21
2022 Q3	$5.49M	Buy	152,436 +14,528	+11%	+$549K	0.93%	38
2022 Q2	$4.93M	Buy	137,908 +11,032	+9%	+$443K	0.8%	44
2022 Q1	$4.85M	Buy	126,876 +62,726	+98%	+$2.17M	0.62%	59
2021 Q4	$1.78M	Buy	64,150 +7,500	+13%	+$212K	0.2%	86
2021 Q3	$1.48M	Buy	56,650 +7,780	+16%	+$193K	0.18%	91
2021 Q2	$1.32M	Buy	+48,870	New	+$1.27M	0.16%	93
2020 Q1	–	Sell	-11,838	Closed	-$367K	–	136
2019 Q4	$367K	Sell	11,838 -8,150	-41%	-$242K	0.1%	95
2019 Q3	$592K	Sell	19,988 -8,138	-29%	-$246K	0.18%	77
2019 Q2	$896K	Sell	28,126 -7,744	-22%	-$248K	0.27%	74
2019 Q1	$1.19M	Sell	35,870 -1,570	-4%	-$50.4K	0.4%	67
2018 Q4	$1.07M	Sell	37,440 -5,418	-13%	-$181K	0.45%	63
2018 Q3	$1.62M	Buy	42,858 +4,250	+11%	+$159K	0.55%	59
2018 Q2	$1.47M	Buy	38,608 +10,348	+37%	+$384K	0.54%	62
2018 Q1	$953K	Sell	28,260 -920	-3%	-$32.6K	0.35%	70
2017 Q4	$1.05M	Buy	29,180 +3,250	+13%	+$112K	0.42%	67
2017 Q3	$888K	Buy	25,930 +1,530	+6%	+$49.8K	0.38%	70
2017 Q2	$792K	Sell	24,400 -2,950	-11%	-$99.1K	0.39%	66
2017 Q1	$956K	Buy	27,350 +8,370	+44%	+$303K	0.52%	59
2016 Q4	$715K	Buy	+18,980	New	+$686K	0.44%	64

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

Lyell Wealth Management's XLE Position: Q1 2026 in Review

Lyell Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q1 2026, selling an estimated $49.3K and leaving 43,932 shares worth $2.69M. The position accounts for 0.2% of the portfolio, ranked #85.

Lyell Wealth Management first reported a position in XLE in Q4 2016 and has held it in 33 quarters since. The position peaked at $9.46M in Q2 2024. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Lyell Wealth Management held 43,932 shares of State Street Energy Select Sector SPDR ETF worth $2.69M as of Q1 2026.
Lyell Wealth Management sold 919 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $49.3K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Lyell Wealth Management's portfolio in Q1 2026, its #85 holding.
Lyell Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 33 quarters since.
Lyell Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $9.46M in Q2 2024.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.