Moneta Group Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Moneta Group Investment 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	$973K	Buy	15,878 +2,010	+14%	+$108K	0.01%	366
2025 Q4	$620K	Sell	13,868 -16	-0.1%	-$713	﹤0.01%	447
2025 Q3	$620K	Buy	13,884 +198	+1%	+$8.67K	﹤0.01%	439
2025 Q2	$580K	Sell	13,686 -1,528	-10%	-$63.6K	0.01%	406
2025 Q1	$711K	Buy	15,214 +3,302	+28%	+$149K	0.01%	342
2024 Q4	$510K	Buy	11,912 +1,712	+17%	+$77.8K	0.01%	409
2024 Q3	$448K	Buy	10,200 +1,182	+13%	+$52.8K	0.01%	433
2024 Q2	$411K	Sell	9,018 -140	-2%	-$6.52K	0.01%	422
2024 Q1	$432K	Sell	9,158 -16	-0.2%	-$687	0.01%	408
2023 Q4	$385K	Sell	9,174 -38	-0.4%	-$1.63K	0.01%	384
2023 Q3	$416K	Sell	9,212 -1,640	-15%	-$71.8K	0.01%	353
2023 Q2	$440K	Sell	10,852 -506	-4%	-$20.6K	0.01%	342
2023 Q1	$470K	Sell	11,358 -1,374	-11%	-$58.7K	0.01%	329
2022 Q4	$572K	Buy	12,732 +902	+8%	+$39.3K	0.02%	273
2022 Q3	$426K	Sell	11,830 -280	-2%	-$10.6K	0.02%	293
2022 Q2	$433K	Buy	12,110 +1,828	+18%	+$73.3K	0.01%	317
2022 Q1	$393K	Buy	+10,282	New	+$356K	0.02%	320
2018 Q3	–	Sell	-2,570	Closed	-$98K	–	382
2018 Q2	$98K	Buy	2,570 +2,312	+896%	+$85.9K	0.01%	287
2018 Q1	$9K	Buy	+258	New	+$9.13K	﹤0.01%	477
2015 Q4	–	Sell	-150	Closed	-$5K	–	430
2015 Q3	$5K	Buy	+150	New	+$5.05K	﹤0.01%	486

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

Moneta Group Investment Advisors's XLE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q1 2026, buying an estimated $108K and bringing the position to 15,878 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #366.

Moneta Group Investment Advisors first reported a position in XLE in Q3 2015 and has held it in 20 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Moneta Group Investment Advisors held 15,878 shares of State Street Energy Select Sector SPDR ETF worth $973K as of Q1 2026.
Moneta Group Investment Advisors bought 2,010 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $108K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #366 holding.
Moneta Group Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 20 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.