Mutual Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.75M | Buy |
159,182
+27,729
| +21% | +$1.49M | 0.21% | 88 |
|
|
2025
Q4 | $5.88M | Buy |
131,453
+2,845
| +2% | +$127K | 0.13% | 168 |
|
|
2025
Q3 | $5.72M | Sell |
128,608
-10,704
| -8% | -$469K | 0.13% | 167 |
|
|
2025
Q2 | $6.07M | Buy |
139,312
+26,150
| +23% | +$1.09M | 0.15% | 146 |
|
|
2025
Q1 | $4.66M | Sell |
113,162
-25,674
| -18% | -$1.16M | 0.13% | 156 |
|
|
2024
Q4 | $6.47M | Sell |
138,836
-37,730
| -21% | -$1.71M | 0.19% | 102 |
|
|
2024
Q3 | $7.93M | Buy |
176,566
+35,782
| +25% | +$1.6M | 0.23% | 78 |
|
|
2024
Q2 | $6.43M | Buy |
140,784
+15,430
| +12% | +$719K | 0.19% | 105 |
|
|
2024
Q1 | $5.92M | Sell |
125,354
-49,646
| -28% | -$2.13M | 0.19% | 104 |
|
|
2023
Q4 | $7.34M | Buy |
175,000
+66,254
| +61% | +$2.83M | 0.26% | 73 |
|
|
2023
Q3 | $4.91M | Sell |
108,746
-117,982
| -52% | -$5.16M | 0.19% | 110 |
|
|
2023
Q2 | $9.2M | Buy |
226,728
+71,250
| +46% | +$2.9M | 0.35% | 43 |
|
|
2023
Q1 | $6.44M | Sell |
155,478
-10,388
| -6% | -$444K | 0.26% | 81 |
|
|
2022
Q4 | $7.25M | Sell |
165,866
-21,342
| -11% | -$929K | 0.32% | 62 |
|
|
2022
Q3 | $6.74M | Buy |
187,208
+49,758
| +36% | +$1.88M | 0.35% | 59 |
|
|
2022
Q2 | $4.91M | Buy |
137,450
+17,342
| +14% | +$696K | 0.33% | 67 |
|
|
2022
Q1 | $4.59M | Sell |
120,108
-35,634
| -23% | -$1.23M | 0.26% | 82 |
|
|
2021
Q4 | $4.32M | Sell |
155,742
-3,188
| -2% | -$90.1K | 0.23% | 95 |
|
|
2021
Q3 | $4.14M | Buy |
158,930
+590
| +0.4% | +$14.6K | 0.24% | 97 |
|
|
2021
Q2 | $4.26M | Buy |
158,340
+43,216
| +38% | +$1.12M | 0.25% | 96 |
|
|
2021
Q1 | $2.82M | Buy |
115,124
+75,744
| +192% | +$1.75M | 0.19% | 130 |
|
|
2020
Q4 | $746K | Sell |
39,380
-36,320
| -48% | -$626K | 0.06% | 387 |
|
|
2020
Q3 | $1.13M | Sell |
75,700
-148
| -0.2% | -$2.63K | 0.1% | 217 |
|
|
2020
Q2 | $1.44M | Buy |
75,848
+56,364
| +289% | +$1.05M | 0.14% | 165 |
|
|
2020
Q1 | $283K | Sell |
19,484
-13,832
| -42% | -$328K | 0.04% | 413 |
|
|
2019
Q4 | $1M | Sell |
33,316
-41,310
| -55% | -$1.23M | 0.11% | 231 |
|
|
2019
Q3 | $2.21M | Buy |
74,626
+44,054
| +144% | +$1.33M | 0.29% | 82 |
|
|
2019
Q2 | $974K | Buy |
30,572
+1,086
| +4% | +$34.8K | 0.13% | 209 |
|
|
2019
Q1 | $975K | Buy |
29,486
+10,316
| +54% | +$331K | 0.14% | 175 |
|
|
2018
Q4 | $550K | Sell |
19,170
-4,586
| -19% | -$153K | 0.11% | 226 |
|
|
2018
Q3 | $900K | Sell |
23,756
-1,662
| -7% | -$62.3K | 0.14% | 184 |
|
|
2018
Q2 | $965K | Buy |
25,418
+1,404
| +6% | +$52.2K | 0.22% | 144 |
|
|
2018
Q1 | $809K | Buy |
+24,014
| New | +$850K | 0.21% | 161 |
|
Other funds holding XLE
VMPIC
MMH
Mutual Advisors's XLE Position: Q1 2026 in Review
Mutual Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q1 2026, buying an estimated $1.49M and bringing the position to 159,182 shares worth $9.75M. The position accounts for 0.21% of the portfolio, ranked #88.
Mutual Advisors first reported a position in XLE in Q1 2018 and has held it in 33 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- Mutual Advisors held 159,182 shares of State Street Energy Select Sector SPDR ETF worth $9.75M as of Q1 2026.
- Mutual Advisors bought 27,729 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.49M.
- State Street Energy Select Sector SPDR ETF made up 0.21% of Mutual Advisors's portfolio in Q1 2026, its #88 holding.
- Mutual Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
- 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.