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

Maridea 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	$7.42M	Buy	121,167 +663	+0.6%	+$35.6K	1.08%	19
2025 Q4	$5.39M	Buy	120,504 +12,822	+12%	+$571K	0.81%	27
2025 Q3	$4.68M	Buy	107,682 +94,214	+700%	+$4.12M	0.73%	29
2025 Q2	$571K	Sell	13,468 -45,282	-77%	-$1.89M	0.15%	131
2025 Q1	$2.75M	Buy	58,750 +28,268	+93%	+$1.27M	0.89%	22
2024 Q4	$1.31M	Buy	+30,482	New	+$1.39M	0.42%	39

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

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

Maridea Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.55% in Q1 2026, buying an estimated $35.6K and bringing the position to 121,167 shares worth $7.42M. The position accounts for 1.08% of the portfolio, ranked #19.

Maridea Wealth Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Maridea Wealth Management held 121,167 shares of State Street Energy Select Sector SPDR ETF worth $7.42M as of Q1 2026.
Maridea Wealth Management bought 663 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $35.6K.
State Street Energy Select Sector SPDR ETF made up 1.08% of Maridea Wealth Management's portfolio in Q1 2026, its #19 holding.
Maridea Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.