Measured Wealth Private Client Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Measured Wealth Private Client Group’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	$1.9M	Buy	30,950 +29,126	+1,597%	+$1.56M	0.52%	28
2025 Q4	$81.6K	Sell	1,824 -370	-17%	-$16.5K	0.02%	259
2025 Q3	$98K	Buy	+2,194	New	+$96.1K	0.03%	241
2024 Q4	–	Sell	-5,034	Closed	-$221K	–	199
2024 Q3	$221K	Sell	5,034 -24,274	-83%	-$1.09M	0.07%	168
2024 Q2	$1.34M	Buy	29,308 +988	+3%	+$46K	0.47%	26
2024 Q1	$1.34M	Buy	28,320 +9,110	+47%	+$391K	0.47%	27
2023 Q4	$805K	Sell	19,210 -1,174	-6%	-$50.2K	0.3%	48
2023 Q3	$921K	Buy	20,384 +8,460	+71%	+$370K	0.37%	39
2023 Q2	$484K	Sell	11,924 -14,388	-55%	-$586K	0.18%	91
2023 Q1	$1.09M	Buy	26,312 +4,934	+23%	+$211K	0.42%	36
2022 Q4	$935K	Buy	+21,378	New	+$931K	0.39%	37
2022 Q3	–	Sell	-74,524	Closed	-$2.67M	–	188
2022 Q2	$2.67M	Buy	74,524 +57,632	+341%	+$2.31M	1.18%	18
2022 Q1	$646K	Buy	16,892 +4,544	+37%	+$157K	0.24%	51
2021 Q4	$343K	Sell	12,348 -9,712	-44%	-$274K	0.12%	103
2021 Q3	$575K	Sell	22,060 -302	-1%	-$7.48K	0.22%	65
2021 Q2	$602K	Sell	22,362 -154	-0.7%	-$4K	0.19%	72
2021 Q1	$552K	Buy	22,516 +4,878	+28%	+$113K	0.2%	65
2020 Q4	$334K	Buy	17,638 +1,710	+11%	+$29.5K	0.14%	87
2020 Q3	$239K	Buy	15,928 +5,126	+47%	+$91K	0.12%	109
2020 Q2	$204K	Buy	+10,802	New	+$201K	0.12%	114

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

Measured Wealth Private Client Group's XLE Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,597% in Q1 2026, buying an estimated $1.56M and bringing the position to 30,950 shares worth $1.9M. The position accounts for 0.52% of the portfolio, ranked #28.

Measured Wealth Private Client Group first reported a position in XLE in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.67M in Q2 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Measured Wealth Private Client Group held 30,950 shares of State Street Energy Select Sector SPDR ETF worth $1.9M as of Q1 2026.
Measured Wealth Private Client Group bought 29,126 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.56M.
State Street Energy Select Sector SPDR ETF made up 0.52% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #28 holding.
Measured Wealth Private Client Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 20 quarters since.
Measured Wealth Private Client Group's State Street Energy Select Sector SPDR ETF position peaked at $2.67M in Q2 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.