MBA Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MBA Advisors’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	$353K	Buy	5,767 +139	+2%	+$7.46K	0.14%	102
2025 Q4	$252K	Buy	5,628 +28	+0.5%	+$1.25K	0.1%	125
2025 Q3	$250K	Buy	5,600 +58	+1%	+$2.54K	0.11%	122
2025 Q2	$235K	Buy	5,542 +26	+0.5%	+$1.08K	0.11%	122
2025 Q1	$258K	Sell	5,516 -908	-14%	-$40.9K	0.13%	116
2024 Q4	$275K	Buy	6,424 +406	+7%	+$18.5K	0.14%	111
2024 Q3	$264K	Buy	6,018 +112	+2%	+$5.01K	0.13%	113
2024 Q2	$269K	Buy	5,906 +728	+14%	+$33.9K	0.14%	110
2024 Q1	$244K	Buy	+5,178	New	+$222K	0.13%	116
2023 Q1	–	Sell	-5,708	Closed	-$250K	–	132
2022 Q4	$250K	Sell	5,708 -508	-8%	-$22.1K	0.16%	106
2022 Q3	$224K	Sell	6,216 -1,410	-18%	-$53.3K	0.16%	112
2022 Q2	$273K	Sell	7,626 -1,272	-14%	-$51K	0.19%	101
2022 Q1	$340K	Sell	8,898 -2,422	-21%	-$83.9K	0.21%	102
2021 Q4	$314K	Sell	11,320 -32	-0.3%	-$904	0.19%	113
2021 Q3	$296K	Sell	11,352 -1,268	-10%	-$31.4K	0.22%	101
2021 Q2	$340	Buy	12,620 +1,672	+15%	+$43.5K	0.16%	94
2021 Q1	$269	Buy	+10,948	New	+$253K	0.15%	109

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

MBA Advisors's XLE Position: Q1 2026 in Review

MBA Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q1 2026, buying an estimated $7.46K and bringing the position to 5,767 shares worth $353K. The position accounts for 0.14% of the portfolio, ranked #102.

MBA Advisors first reported a position in XLE in Q1 2021 and has held it in 17 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

MBA Advisors held 5,767 shares of State Street Energy Select Sector SPDR ETF worth $353K as of Q1 2026.
MBA Advisors bought 139 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.46K.
State Street Energy Select Sector SPDR ETF made up 0.14% of MBA Advisors's portfolio in Q1 2026, its #102 holding.
MBA Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.