Morse Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Morse Asset 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	$73.9K	Sell	1,206 -46	-4%	-$2.47K	0.02%	201
2025 Q4	$56K	Buy	1,252 +1,000	+397%	+$44.5K	0.01%	215
2025 Q3	$11.3K	Sell	252 -2	-0.8%	-$88	﹤0.01%	261
2025 Q2	$10.8K	Sell	254 -34	-12%	-$1.42K	﹤0.01%	259
2025 Q1	$13.5K	Hold	288	–	–	﹤0.01%	237
2024 Q4	$12.3K	Hold	288	–	–	﹤0.01%	243
2024 Q3	$12.6K	Buy	+288	New	+$12.9K	﹤0.01%	254

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

Morse Asset Management's XLE Position: Q1 2026 in Review

Morse Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q1 2026, selling an estimated $2.47K and leaving 1,206 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #201.

Morse Asset Management first reported a position in XLE in Q3 2024 and has held it in 7 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Morse Asset Management held 1,206 shares of State Street Energy Select Sector SPDR ETF worth $73.9K as of Q1 2026.
Morse Asset Management sold 46 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.47K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Morse Asset Management's portfolio in Q1 2026, its #201 holding.
Morse Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.