Madison Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Madison Wealth Partners’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	$902K	Buy	14,723 +4,741	+47%	+$254K	0.14%	72
2025 Q4	$446K	Buy	9,982 +34	+0.3%	+$1.51K	0.08%	107
2025 Q3	$444K	Buy	9,948 +14	+0.1%	+$613	0.09%	96
2025 Q2	$421K	Buy	+9,934	New	+$414K	0.09%	97

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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Madison Wealth Partners's XLE Position: Q1 2026 in Review

Madison Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 47% in Q1 2026, buying an estimated $254K and bringing the position to 14,723 shares worth $902K. The position accounts for 0.14% of the portfolio, ranked #72.

Madison Wealth Partners first reported a position in XLE in Q2 2025 and has held it in 4 quarters since. 2,105 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Madison Wealth Partners held 14,723 shares of State Street Energy Select Sector SPDR ETF worth $902K as of Q1 2026.
Madison Wealth Partners bought 4,741 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $254K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Madison Wealth Partners's portfolio in Q1 2026, its #72 holding.
Madison Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
2,105 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.