Mount Yale Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mount Yale 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
2022 Q1	–	Sell	-2,000	Closed	-$56K	–	504
2021 Q4	$56K	Buy	+2,000	New	+$56.5K	0.01%	453

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Mount Yale Investment Advisors's XLE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 155% in Q1 2026, buying an estimated $3.18M and bringing the position to 97,642 shares worth $5.98M. The position accounts for 0.14% of the portfolio, ranked #163.

Mount Yale Investment Advisors first reported a position in XLE in Q1 2018 and has held it in 33 quarters since. 2,108 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Mount Yale Investment Advisors held 97,642 shares of State Street Energy Select Sector SPDR ETF worth $5.98M as of Q1 2026.
Mount Yale Investment Advisors bought 59,348 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.18M.
State Street Energy Select Sector SPDR ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #163 holding.
Mount Yale Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
2,108 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.