McIlrath & Eck’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McIlrath & Eck’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	$142K	Buy	2,324 +4	+0.2%	+$215	0.01%	322
2025 Q4	$104K	Buy	2,320 +704	+44%	+$31.4K	0.01%	240
2025 Q3	$72.2K	Hold	1,616	–	–	0.01%	248
2025 Q2	$68.5K	Hold	1,616	–	–	0.01%	259
2025 Q1	$75.5K	Buy	1,616 +132	+9%	+$5.95K	0.01%	239
2024 Q4	$63.6K	Hold	1,484	–	–	0.01%	261
2024 Q3	$65.1K	Sell	1,484 -1,514	-51%	-$67.7K	0.01%	256
2024 Q2	$137K	Hold	2,998	–	–	0.02%	142
2024 Q1	$142K	Hold	2,998	–	–	0.02%	138
2023 Q4	$126K	Hold	2,998	–	–	0.02%	146
2023 Q3	$135K	Sell	2,998 -8,220	-73%	-$360K	0.03%	140
2023 Q2	$455K	Buy	11,218 +1,266	+13%	+$51.6K	0.1%	65
2023 Q1	$412K	Buy	9,952 +3,572	+56%	+$153K	0.1%	66
2022 Q4	$279K	Buy	6,380 +52	+0.8%	+$2.26K	0.07%	80
2022 Q3	$228K	Buy	6,328 +4,006	+173%	+$151K	0.06%	89
2022 Q2	$83K	Buy	2,322 +766	+49%	+$30.7K	0.03%	161
2022 Q1	$59K	Buy	1,556 +1,156	+289%	+$40K	0.02%	216
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	529
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	534
2021 Q2	$11K	Hold	400	–	–	﹤0.01%	513
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	489
2020 Q4	$8K	Hold	400	–	–	﹤0.01%	469
2020 Q3	$6K	Hold	400	–	–	﹤0.01%	467
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	405
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	414
2019 Q4	$12K	Sell	400 -4	-1%	-$119	0.01%	340
2019 Q3	$12K	Sell	404 -8	-2%	-$242	0.01%	317
2019 Q2	$14K	Hold	412	–	–	0.01%	270
2019 Q1	$14K	Sell	412 -556	-57%	-$17.9K	0.01%	270
2018 Q4	$28K	Sell	968 -2	-0.2%	-$67	0.02%	157
2018 Q3	$37K	Hold	970	–	–	0.02%	146
2018 Q2	$37K	Buy	970 +568	+141%	+$21.1K	0.02%	136
2018 Q1	$14K	Sell	402 -568	-59%	-$20.1K	0.01%	226
2017 Q4	$35K	Buy	+970	New	+$33.4K	0.02%	151

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

McIlrath & Eck's XLE Position: Q1 2026 in Review

McIlrath & Eck increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.17% in Q1 2026, buying an estimated $215 and bringing the position to 2,324 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #322.

McIlrath & Eck first reported a position in XLE in Q4 2017 and has held it in 34 quarters since. The position peaked at $455K in Q2 2023. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

McIlrath & Eck held 2,324 shares of State Street Energy Select Sector SPDR ETF worth $142K as of Q1 2026.
McIlrath & Eck bought 4 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $215.
State Street Energy Select Sector SPDR ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #322 holding.
McIlrath & Eck first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's State Street Energy Select Sector SPDR ETF position peaked at $455K in Q2 2023.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.