MGO Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MGO Private Wealth’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	$768K	Sell	12,529 -30,819	-71%	-$1.65M	4.12%	6
2025 Q4	$1.94M	Sell	43,348 -3,100	-7%	-$138K	1.2%	19
2025 Q3	$2.07M	Buy	46,448 +160	+0.3%	+$7K	1.24%	18
2025 Q2	$1.96M	Buy	46,288 +1,968	+4%	+$82K	1.26%	18
2025 Q1	$2.07M	Buy	44,320 +1,434	+3%	+$64.7K	1.46%	19
2024 Q4	$1.84M	Buy	42,886 +792	+2%	+$36K	1.31%	18
2024 Q3	$1.85M	Sell	42,094 -5,196	-11%	-$232K	1.32%	15
2024 Q2	$2.16M	Buy	47,290 +16,392	+53%	+$763K	1.35%	18
2024 Q1	$1.46M	Buy	30,898 +2,456	+9%	+$105K	0.92%	23
2023 Q4	$1.19M	Buy	28,442 +6,672	+31%	+$285K	0.82%	28
2023 Q3	$984K	Sell	21,770 -3,004	-12%	-$131K	0.73%	30
2023 Q2	$1.01M	Buy	24,774 +1,752	+8%	+$71.4K	0.76%	28
2023 Q1	$953K	Sell	23,022 -7,480	-25%	-$320K	0.75%	32
2022 Q4	$1.33M	Sell	30,502 -658	-2%	-$28.6K	0.61%	38
2022 Q3	$1.12M	Buy	+31,160	New	+$1.18M	0.53%	34

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

MGO Private Wealth's XLE Position: Q1 2026 in Review

MGO Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 71% in Q1 2026, selling an estimated $1.65M and leaving 12,529 shares worth $768K. The position accounts for 4.12% of the portfolio, ranked #6.

MGO Private Wealth first reported a position in XLE in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.16M in Q2 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

MGO Private Wealth held 12,529 shares of State Street Energy Select Sector SPDR ETF worth $768K as of Q1 2026.
MGO Private Wealth sold 30,819 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.65M.
State Street Energy Select Sector SPDR ETF made up 4.12% of MGO Private Wealth's portfolio in Q1 2026, its #6 holding.
MGO Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
MGO Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.16M in Q2 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.