MGB Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MGB Wealth Management’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
2025 Q4	$67.1K	Hold	1,500	–	–	0.02%	259
2025 Q3	$67K	Sell	1,500 -500	-25%	-$21.9K	0.02%	261
2025 Q2	$84.8K	Hold	2,000	–	–	0.03%	248
2025 Q1	$93.5K	Hold	2,000	–	–	0.03%	231
2024 Q4	$85.7K	Hold	2,000	–	–	0.03%	225
2024 Q3	$87.8K	Hold	2,000	–	–	0.03%	221
2024 Q2	$90.5K	Hold	2,000	–	–	0.03%	219
2024 Q1	$94.4K	Hold	2,000	–	–	0.04%	206
2023 Q4	$83.8K	Buy	+2,000	New	+$85.5K	0.04%	206

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

MGB Wealth Management's XLE Position: Q4 2025 in Review

MGB Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2025 at 1,500 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #259.

MGB Wealth Management first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $94.4K in Q1 2024. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

MGB Wealth Management held 1,500 shares of State Street Energy Select Sector SPDR ETF worth $67.1K as of Q4 2025.
MGB Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #259 holding.
MGB Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $94.4K in Q1 2024.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.