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

Massachusetts 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	$4.7M	Buy	76,678 +6,125	+9%	+$329K	2.04%	13
2025 Q4	$3.15M	Sell	70,553 -2,975	-4%	-$132K	1.47%	20
2025 Q3	$3.28M	Buy	73,528 +3,000	+4%	+$131K	1.63%	15
2025 Q2	$2.99M	Buy	70,528 +1,910	+3%	+$79.5K	1.69%	14
2025 Q1	$3.21M	Buy	68,618 +2,346	+4%	+$106K	2.2%	10
2024 Q4	$2.84M	Buy	66,272 +340	+0.5%	+$15.5K	1.75%	14
2024 Q3	$2.89M	Buy	65,932 +2,080	+3%	+$93K	1.82%	11
2024 Q2	$2.91M	Buy	63,852 +7,860	+14%	+$366K	1.95%	9
2024 Q1	$2.64M	Buy	55,992 +6,782	+14%	+$291K	1.86%	14
2023 Q4	$2.06M	Buy	49,210 +6,510	+15%	+$278K	1.66%	17
2023 Q3	$1.93M	Buy	42,700 +2,060	+5%	+$90.1K	1.77%	14
2023 Q2	$1.65M	Buy	40,640 +2,560	+7%	+$104K	1.58%	19
2023 Q1	$1.58M	Sell	38,080 -6,480	-15%	-$277K	1.63%	22
2022 Q4	$2M	Buy	+44,560	New	+$1.94M	1.94%	14

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

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

Massachusetts Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.7% in Q1 2026, buying an estimated $329K and bringing the position to 76,678 shares worth $4.7M. The position accounts for 2.04% of the portfolio, ranked #13.

Massachusetts Wealth Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Massachusetts Wealth Management held 76,678 shares of State Street Energy Select Sector SPDR ETF worth $4.7M as of Q1 2026.
Massachusetts Wealth Management bought 6,125 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $329K.
State Street Energy Select Sector SPDR ETF made up 2.04% of Massachusetts Wealth Management's portfolio in Q1 2026, its #13 holding.
Massachusetts Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.