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

Maia 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 Q3	$237K	Sell	3,848 -850	-18%	-$51.5K	0.03%	318
2026 Q2	$250K	Buy	4,698 +1	+0%	+$57	0.04%	315
2026 Q1	$288K	Buy	4,697 +155	+3%	+$8.32K	0.05%	298
2025 Q4	$245K	Sell	4,542 -264	-5%	-$11.8K	0.04%	305
2025 Q3	$217K	Sell	4,806 -116	-2%	-$5.08K	0.04%	323
2025 Q2	$209K	Buy	+4,922	New	+$205K	0.04%	309
2025 Q1	–	Sell	-5,426	Closed	-$245K	–	356
2024 Q4	$245K	Sell	5,426 -160	-3%	-$7.27K	0.05%	264
2024 Q3	$251K	Buy	5,586 +180	+3%	+$8.05K	0.06%	215
2024 Q2	$248K	Buy	+5,406	New	+$252K	0.07%	186
2023 Q4	$367K	Buy	+8,760	New	+$375K	0.15%	133

Other funds holding XLE

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Maia Wealth's XLE Position: Q3 2026 in Review

Maia Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q3 2026, selling an estimated $51.5K and leaving 3,848 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #318.

Maia Wealth first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $367K in Q4 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Maia Wealth held 3,848 shares of State Street Energy Select Sector SPDR ETF worth $237K as of Q3 2026.
Maia Wealth sold 850 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $51.5K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #318 holding.
Maia Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's State Street Energy Select Sector SPDR ETF position peaked at $367K in Q4 2023.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.