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 Q1	$288K	Buy	4,697 +155	+3%	+$8.31K	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

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

Maia Wealth's XLE Position: Q1 2026 in Review

Maia Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.4% in Q1 2026, buying an estimated $8.31K and bringing the position to 4,697 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #298.

Maia Wealth first reported a position in XLE in Q4 2023 and has held it in 8 quarters since. The position peaked at $367K in Q4 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Maia Wealth held 4,697 shares of State Street Energy Select Sector SPDR ETF worth $288K as of Q1 2026.
Maia Wealth bought 155 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.31K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Maia Wealth's portfolio in Q1 2026, its #298 holding.
Maia Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
Maia Wealth's State Street Energy Select Sector SPDR ETF position peaked at $367K in Q4 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.