Nalls Sherbakoff Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nalls Sherbakoff Group’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	–	Sell	-280	Closed	-$12.5K	–	448
2025 Q4	$12.5K	Hold	280	–	–	0.01%	310
2025 Q3	$12.5K	Hold	280	–	–	0.01%	313
2025 Q2	$11.9K	Buy	+280	New	+$11.7K	0.01%	313
2023 Q4	$3.43K	Sell	82 -298	-78%	-$12.7K	﹤0.01%	328
2023 Q3	$17.2K	Sell	380 -500	-57%	-$21.9K	0.02%	232
2023 Q2	$33.7K	Buy	880 +100	+13%	+$4.07K	0.03%	188
2023 Q1	$32.1K	Buy	+780	New	+$33.3K	0.03%	199
2018 Q4	$37K	Buy	+1,306	New	+$43.7K	0.06%	166

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Nalls Sherbakoff Group's XLE Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 280 shares — an estimated $12.5K sold.

Nalls Sherbakoff Group first reported a position in XLE in Q4 2018 and held it in 8 quarters. The position peaked at $37K in Q4 2018. 2,123 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Nalls Sherbakoff Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 280 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $12.5K.
Nalls Sherbakoff Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 8 quarters.
Nalls Sherbakoff Group's State Street Energy Select Sector SPDR ETF position peaked at $37K in Q4 2018.
2,123 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.