NWF Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

NWF Advisory Services’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	$402K	Buy	6,556 +21	+0.3%	+$1.13K	0.05%	240
2025 Q4	$292K	Sell	6,535 -1,255	-16%	-$55.9K	0.03%	288
2025 Q3	$348K	Sell	7,790 -2,004	-20%	-$87.7K	0.04%	266
2025 Q2	$415K	Sell	9,794 -80,346	-89%	-$3.35M	0.05%	236
2025 Q1	$4.21M	Sell	90,140 -6,854	-7%	-$309K	0.59%	44
2024 Q4	$4.15M	Sell	96,994 -4,654	-5%	-$212K	0.61%	42
2024 Q3	$4.46M	Buy	101,648 +14,482	+17%	+$647K	0.65%	40
2024 Q2	$3.97M	Buy	87,166 +8,500	+11%	+$396K	0.63%	41
2024 Q1	$3.71M	Buy	78,666 +70,706	+888%	+$3.04M	0.62%	41
2023 Q4	$334K	Buy	7,960 +744	+10%	+$31.8K	0.07%	188
2023 Q3	$326K	Buy	7,216 +800	+12%	+$35K	0.08%	174
2023 Q2	$260K	Hold	6,416	–	–	0.06%	202
2023 Q1	$260K	Buy	+6,416	New	+$274K	0.06%	201

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

NWF Advisory Services's XLE Position: Q1 2026 in Review

NWF Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.32% in Q1 2026, buying an estimated $1.13K and bringing the position to 6,556 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #240.

NWF Advisory Services first reported a position in XLE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.46M in Q3 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

NWF Advisory Services held 6,556 shares of State Street Energy Select Sector SPDR ETF worth $402K as of Q1 2026.
NWF Advisory Services bought 21 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.13K.
State Street Energy Select Sector SPDR ETF made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #240 holding.
NWF Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $4.46M in Q3 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.