NewEdge Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

NewEdge Wealth’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	$1.83M	Buy	29,932 +6,424	+27%	+$345K	0.02%	452
2025 Q4	$1.05M	Sell	23,508 -3,418	-13%	-$152K	0.01%	613
2025 Q3	$1.18M	Sell	26,926 -49,652	-65%	-$2.17M	0.02%	529
2025 Q2	$3.23M	Sell	76,578 -15,950	-17%	-$664K	0.05%	280
2025 Q1	$4.32M	Sell	92,528 -27,790	-23%	-$1.25M	0.08%	209
2024 Q4	$5.15M	Sell	120,318 -11,120	-8%	-$505K	0.09%	183
2024 Q3	$5.77M	Buy	131,438 +46,780	+55%	+$2.09M	0.1%	167
2024 Q2	$3.86M	Sell	84,658 -9,794	-10%	-$456K	0.08%	205
2024 Q1	$4.37M	Sell	94,452 -122,408	-56%	-$5.26M	0.1%	184
2023 Q4	$9.09M	Buy	216,860 +572	+0.3%	+$24.5K	0.23%	106
2023 Q3	$9.78M	Buy	216,288 +7,574	+4%	+$331K	0.31%	93
2023 Q2	$8.47M	Sell	208,714 -61,836	-23%	-$2.52M	0.28%	95
2023 Q1	$11.2M	Buy	270,550 +12,016	+5%	+$514K	0.43%	67
2022 Q4	$11.3M	Buy	258,534 +1,468	+0.6%	+$63.9K	0.49%	58
2022 Q3	$9.26M	Buy	257,066 +2,538	+1%	+$96K	0.44%	65
2022 Q2	$9.1M	Sell	254,528 -32,710	-11%	-$1.31M	0.41%	67
2022 Q1	$11M	Sell	287,238 -62,692	-18%	-$2.17M	0.49%	52
2021 Q4	$9.71M	Buy	349,930 +63,342	+22%	+$1.79M	0.41%	65
2021 Q3	$7.46M	Buy	286,588 +46,048	+19%	+$1.14M	0.44%	60
2021 Q2	$6.48M	Buy	240,540 +195,880	+439%	+$5.09M	0.49%	66
2021 Q1	$1.1M	Sell	44,660 -31,172	-41%	-$719K	0.11%	148
2020 Q4	$1.44M	Buy	+75,832	New	+$1.31M	0.44%	67

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

NewEdge Wealth's XLE Position: Q1 2026 in Review

NewEdge Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q1 2026, buying an estimated $345K and bringing the position to 29,932 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #452.

NewEdge Wealth first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.3M in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

NewEdge Wealth held 29,932 shares of State Street Energy Select Sector SPDR ETF worth $1.83M as of Q1 2026.
NewEdge Wealth bought 6,424 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $345K.
State Street Energy Select Sector SPDR ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #452 holding.
NewEdge Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
NewEdge Wealth's State Street Energy Select Sector SPDR ETF position peaked at $11.3M in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.