Oak Harbor Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Oak Harbor Wealth Partners’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	$347K	Sell	5,658 -282	-5%	-$15.1K	0.08%	161
2025 Q4	$266K	Buy	5,940 +56	+1%	+$2.49K	0.06%	176
2025 Q3	$263K	Buy	5,884 +356	+6%	+$15.6K	0.06%	176
2025 Q2	$234K	Buy	5,528 +682	+14%	+$28.4K	0.06%	179
2025 Q1	$226K	Hold	4,846	–	–	0.06%	187
2024 Q4	$208K	Buy	4,846 +642	+15%	+$29.2K	0.06%	170
2024 Q3	$185K	Sell	4,204 -236	-5%	-$10.5K	0.05%	168
2024 Q2	$202K	Sell	4,440 -240	-5%	-$11.2K	0.06%	162
2024 Q1	$221K	Buy	4,680 +1,762	+60%	+$75.7K	0.07%	162
2023 Q4	$122K	Buy	2,918 +436	+18%	+$18.6K	0.04%	171
2023 Q3	$112K	Buy	2,482 +224	+10%	+$9.8K	0.04%	175
2023 Q2	$91.6K	Hold	2,258	–	–	0.03%	184
2023 Q1	$93.5K	Buy	2,258 +368	+19%	+$15.7K	0.03%	178
2022 Q4	$82.7K	Buy	1,890 +500	+36%	+$21.8K	0.03%	176
2022 Q3	$50K	Hold	1,390	–	–	0.02%	174
2022 Q2	$50K	Hold	1,390	–	–	0.02%	175
2022 Q1	$53K	Buy	1,390 +1,000	+256%	+$34.6K	0.02%	188
2021 Q4	$11K	Buy	+390	New	+$11K	﹤0.01%	227

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

Oak Harbor Wealth Partners's XLE Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.7% in Q1 2026, selling an estimated $15.1K and leaving 5,658 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #161.

Oak Harbor Wealth Partners first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Oak Harbor Wealth Partners held 5,658 shares of State Street Energy Select Sector SPDR ETF worth $347K as of Q1 2026.
Oak Harbor Wealth Partners sold 282 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $15.1K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #161 holding.
Oak Harbor Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.