MSH Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MSH Capital 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	$2.3M	Buy	37,626 +9	+0%	+$483	0.49%	61
2025 Q4	$1.68M	Sell	37,617 -829	-2%	-$36.9K	0.36%	75
2025 Q3	$1.72M	Buy	38,446 +788	+2%	+$34.5K	0.46%	65
2025 Q2	$1.6M	Buy	37,658 +2,024	+6%	+$84.3K	0.46%	66
2025 Q1	$1.66M	Buy	35,634 +23,424	+192%	+$1.06M	0.51%	60
2024 Q4	$523K	Buy	12,210 +5,588	+84%	+$254K	0.16%	148
2024 Q3	$291K	Sell	6,622 -296	-4%	-$13.2K	0.09%	197
2024 Q2	$315K	Sell	6,918 -526	-7%	-$24.5K	0.11%	179
2024 Q1	$351K	Buy	7,444 +18	+0.2%	+$773	0.12%	163
2023 Q4	$311K	Sell	7,426 -5,144	-41%	-$220K	0.12%	158
2023 Q3	$568K	Sell	12,570 -2,084	-14%	-$91.2K	0.22%	112
2023 Q2	$595K	Buy	14,654 +1,670	+13%	+$68K	0.22%	114
2023 Q1	$538K	Sell	12,984 -2,028	-14%	-$86.7K	0.23%	110
2022 Q4	$657K	Buy	15,012 +658	+5%	+$28.6K	0.3%	95
2022 Q3	$517K	Buy	14,354 +1,272	+10%	+$48.1K	0.25%	100
2022 Q2	$468K	Buy	13,082 +912	+7%	+$36.6K	0.22%	111
2022 Q1	$465K	Buy	+12,170	New	+$422K	0.19%	119

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

MSH Capital Advisors's XLE Position: Q1 2026 in Review

MSH Capital Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.02% in Q1 2026, buying an estimated $483 and bringing the position to 37,626 shares worth $2.3M. The position accounts for 0.49% of the portfolio, ranked #61.

MSH Capital Advisors first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

MSH Capital Advisors held 37,626 shares of State Street Energy Select Sector SPDR ETF worth $2.3M as of Q1 2026.
MSH Capital Advisors bought 9 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $483.
State Street Energy Select Sector SPDR ETF made up 0.49% of MSH Capital Advisors's portfolio in Q1 2026, its #61 holding.
MSH Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.