Momentum Wealth Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Momentum Wealth Planning’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	–	Sell	-8,010	Closed	-$358K	–	48
2025 Q4	$358K	Sell	8,010 -4,400	-35%	-$196K	0.28%	33
2025 Q3	$554K	Buy	12,410 +4,600	+59%	+$201K	0.43%	29
2025 Q2	$331K	Buy	+7,810	New	+$325K	0.28%	33

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Momentum Wealth Planning's XLE Position: Q1 2026 in Review

Momentum Wealth Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 8,010 shares — an estimated $358K sold.

Momentum Wealth Planning first reported a position in XLE in Q2 2025 and held it in 3 quarters. The position peaked at $554K in Q3 2025. 2,123 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Momentum Wealth Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Momentum Wealth Planning sold 8,010 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $358K.
Momentum Wealth Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Momentum Wealth Planning's State Street Energy Select Sector SPDR ETF position peaked at $554K in Q3 2025.
2,123 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.