McKinley Carter Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McKinley Carter Wealth Services’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	$4.11M	Sell	67,068 -113,295	-63%	-$6.08M	0.24%	88
2025 Q4	$8.06M	Sell	180,363 -46,815	-21%	-$2.08M	0.45%	56
2025 Q3	$10.1M	Buy	227,178 +2,872	+1%	+$126K	0.53%	43
2025 Q2	$9.51M	Buy	224,306 +59,606	+36%	+$2.48M	0.53%	47
2025 Q1	$7.7M	Buy	164,700 +8,510	+5%	+$384K	0.47%	47
2024 Q4	$6.69M	Buy	156,190 +18,916	+14%	+$860K	0.41%	57
2024 Q3	$6.03M	Buy	137,274 +122,998	+862%	+$5.5M	0.36%	58
2024 Q2	$651K	Sell	14,276 -40	-0.3%	-$1.86K	0.04%	185
2024 Q1	$676K	Sell	14,316 -214	-1%	-$9.19K	0.05%	182
2023 Q4	$609K	Sell	14,530 -4,414	-23%	-$189K	0.04%	185
2023 Q3	$856K	Sell	18,944 -546	-3%	-$23.9K	0.07%	156
2023 Q2	$791K	Sell	19,490 -12,364	-39%	-$504K	0.06%	168
2023 Q1	$1.32M	Buy	31,854 +5,982	+23%	+$256K	0.1%	129
2022 Q4	$1.13M	Buy	25,872 +7,698	+42%	+$335K	0.1%	135
2022 Q3	$654K	Buy	18,174 +1,608	+10%	+$60.8K	0.06%	161
2022 Q2	$592K	Buy	+16,566	New	+$665K	0.05%	181
2022 Q1	–	Sell	-8,450	Closed	-$234K	–	302
2021 Q4	$234K	Sell	8,450 -486	-5%	-$13.7K	0.02%	274
2021 Q3	$232K	Buy	8,936 +6	+0.1%	+$149	0.02%	268
2021 Q2	$241K	Sell	8,930 -1,030	-10%	-$26.8K	0.02%	258
2021 Q1	$244K	Buy	+9,960	New	+$230K	0.02%	263
2018 Q2	–	Sell	-286	Closed	-$10K	–	397
2018 Q1	$10K	Buy	+286	New	+$10.1K	﹤0.01%	380

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

McKinley Carter Wealth Services's XLE Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 63% in Q1 2026, selling an estimated $6.08M and leaving 67,068 shares worth $4.11M. The position accounts for 0.24% of the portfolio, ranked #88.

McKinley Carter Wealth Services first reported a position in XLE in Q1 2018 and has held it in 21 quarters since. The position peaked at $10.1M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

McKinley Carter Wealth Services held 67,068 shares of State Street Energy Select Sector SPDR ETF worth $4.11M as of Q1 2026.
McKinley Carter Wealth Services sold 113,295 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $6.08M.
State Street Energy Select Sector SPDR ETF made up 0.24% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #88 holding.
McKinley Carter Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 21 quarters since.
McKinley Carter Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $10.1M in Q3 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.