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

Merkkuri Wealth 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	$2.96M	Buy	48,388 +17	+0%	+$912	1.96%	14
2025 Q4	$2.16M	Buy	48,371 +6,867	+17%	+$306K	1.47%	22
2025 Q3	$1.85M	Buy	41,504 +4,040	+11%	+$177K	1.35%	25
2025 Q2	$1.59M	Buy	37,464 +2,888	+8%	+$120K	1.21%	29
2025 Q1	$1.62M	Sell	34,576 -3,710	-10%	-$167K	1.38%	23
2024 Q4	$1.64M	Sell	38,286 -392	-1%	-$17.8K	1.3%	25
2024 Q3	$1.7M	Buy	38,678 +4,398	+13%	+$197K	1.34%	23
2024 Q2	$1.56M	Buy	+34,280	New	+$1.6M	1.44%	20

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

Merkkuri Wealth Advisors's XLE Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q1 2026, buying an estimated $912 and bringing the position to 48,388 shares worth $2.96M. The position accounts for 1.96% of the portfolio, ranked #14.

Merkkuri Wealth Advisors first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Merkkuri Wealth Advisors held 48,388 shares of State Street Energy Select Sector SPDR ETF worth $2.96M as of Q1 2026.
Merkkuri Wealth Advisors bought 17 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $912.
State Street Energy Select Sector SPDR ETF made up 1.96% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #14 holding.
Merkkuri Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.