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

Mission 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
2026 Q1	$1.01M	Buy	16,446 +521	+3%	+$27.9K	0.02%	328
2025 Q4	$712K	Sell	15,925 -3,983	-20%	-$177K	0.01%	406
2025 Q3	$889K	Sell	19,908 -6,442	-24%	-$282K	0.02%	356
2025 Q2	$1.12M	Sell	26,350 -8,872	-25%	-$369K	0.02%	307
2025 Q1	$1.65M	Sell	35,222 -4,184	-11%	-$189K	0.04%	215
2024 Q4	$1.69M	Sell	39,406 -3,190	-7%	-$145K	0.04%	206
2024 Q3	$1.87M	Sell	42,596 -1,542	-3%	-$68.9K	0.05%	186
2024 Q2	$2.01M	Buy	44,138 +926	+2%	+$43.1K	0.05%	171
2024 Q1	$2.04M	Buy	43,212 +1,778	+4%	+$76.4K	0.05%	180
2023 Q4	$1.74M	Sell	41,434 -1,526	-4%	-$65.3K	0.06%	161
2023 Q3	$1.94M	Buy	42,960 +1,242	+3%	+$54.3K	0.07%	136
2023 Q2	$1.69M	Buy	41,718 +4,126	+11%	+$168K	0.06%	149
2023 Q1	$1.56M	Buy	37,592 +27,460	+271%	+$1.17M	0.07%	159
2022 Q4	$443K	Buy	10,132 +3,916	+63%	+$170K	0.02%	344
2022 Q3	$224K	Buy	6,216 +38	+0.6%	+$1.44K	0.01%	447
2022 Q2	$221K	Buy	6,178 +184	+3%	+$7.38K	0.01%	460
2022 Q1	$229K	Buy	+5,994	New	+$208K	0.01%	476

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

Mission Wealth Management's XLE Position: Q1 2026 in Review

Mission Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.3% in Q1 2026, buying an estimated $27.9K and bringing the position to 16,446 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #328.

Mission Wealth Management first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.04M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Mission Wealth Management held 16,446 shares of State Street Energy Select Sector SPDR ETF worth $1.01M as of Q1 2026.
Mission Wealth Management bought 521 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $27.9K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #328 holding.
Mission Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Mission Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.04M in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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