MA Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MA Private Wealth’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	$423K	Hold	6,908	–	–	0.07%	72
2025 Q4	$309K	Hold	6,908	–	–	0.05%	75
2025 Q3	$309K	Sell	6,908 -9,720	-58%	-$426K	0.05%	73
2025 Q2	$705K	Sell	16,628 -6,074	-27%	-$253K	0.13%	57
2025 Q1	$1.06M	Sell	22,702 -6	-0%	-$271	0.2%	42
2024 Q4	$973K	Hold	22,708	–	–	0.18%	42
2024 Q3	$997K	Sell	22,708 -3,748	-14%	-$168K	0.19%	44
2024 Q2	$1.21M	Sell	26,456 -148	-0.6%	-$6.89K	0.24%	38
2024 Q1	$1.26M	Sell	26,604 -10,476	-28%	-$450K	0.25%	38
2023 Q4	$1.55M	Sell	37,080 -8,172	-18%	-$349K	0.33%	33
2023 Q3	$2.05M	Sell	45,252 -1,734	-4%	-$75.9K	0.48%	30
2023 Q2	$1.91M	Sell	46,986 -90	-0.2%	-$3.67K	0.44%	30
2023 Q1	$1.95M	Sell	47,076 -57,220	-55%	-$2.45M	0.47%	29
2022 Q4	$4.56M	Sell	104,296 -103,288	-50%	-$4.5M	1.1%	23
2022 Q3	$9.06M	Sell	207,584 -1,040	-0.5%	-$39.3K	2.25%	13
2022 Q2	$7.18M	Sell	208,624 -145,206	-41%	-$5.83M	1.75%	17
2022 Q1	$13.5M	Sell	353,830 -33,056	-9%	-$1.14M	2.47%	11
2021 Q4	$10.7M	Sell	386,886 -19,968	-5%	-$564K	1.93%	17
2021 Q3	$10.6M	Buy	406,854 +249,312	+158%	+$6.18M	2.08%	14
2021 Q2	$4.24M	Buy	157,542 +16,282	+12%	+$423K	0.84%	30
2021 Q1	$3.46M	Buy	+141,260	New	+$3.26M	0.72%	31

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

MA Private Wealth's XLE Position: Q1 2026 in Review

MA Private Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 6,908 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #72.

MA Private Wealth first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.5M in Q1 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

MA Private Wealth held 6,908 shares of State Street Energy Select Sector SPDR ETF worth $423K as of Q1 2026.
MA Private Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.07% of MA Private Wealth's portfolio in Q1 2026, its #72 holding.
MA Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
MA Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $13.5M in Q1 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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