One Plus One Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

One Plus One Wealth Management’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 Q3	$1.5M	Sell	24,377 -100	-0.4%	-$6.06K	0.63%	38
2026 Q2	$1.3M	Hold	24,477	–	–	0.56%	42
2026 Q1	$1.5M	Sell	24,477 -554	-2%	-$29.7K	0.63%	38
2025 Q4	$1.12M	Sell	25,031 -571	-2%	-$25.4K	0.52%	48
2025 Q3	$1.14M	Sell	25,602 -1,546	-6%	-$67.7K	0.56%	45
2025 Q2	$1.15M	Sell	27,148 -2,118	-7%	-$88.2K	0.63%	43
2025 Q1	$1.37M	Buy	29,266 +78	+0.3%	+$3.52K	0.75%	35
2024 Q4	$1.25M	Sell	29,188 -784	-3%	-$35.6K	0.73%	35
2024 Q3	$1.32M	Sell	29,972 -262	-0.9%	-$11.7K	0.78%	34
2024 Q2	$1.38M	Sell	30,234 -96,268	-76%	-$4.48M	0.79%	30
2024 Q1	$5.97M	Sell	126,502 -360	-0.3%	-$15.5K	3.43%	6
2023 Q4	$5.32M	Sell	126,862 -2,986	-2%	-$128K	3.23%	9
2023 Q3	$5.87M	Sell	129,848 -13,932	-10%	-$610K	3.82%	5
2023 Q2	$5.84M	Buy	143,780 +111,088	+340%	+$4.52M	3.73%	9
2023 Q1	$1.35M	Sell	32,692 -1,952	-6%	-$83.5K	0.96%	29
2022 Q4	$1.52M	Sell	34,644 -21,486	-38%	-$935K	1.06%	27
2022 Q3	$2.02M	Sell	56,130 -4,550	-7%	-$172K	1.65%	20
2022 Q2	$2.17M	Sell	60,680 -52,288	-46%	-$2.1M	1.65%	19
2022 Q1	$4.32M	Buy	112,968 +1,278	+1%	+$44.3K	2.86%	9
2021 Q4	$3.1M	Sell	111,690 -842	-0.7%	-$23.8K	2.14%	14
2021 Q3	$2.93M	Buy	112,532 +1,508	+1%	+$37.4K	2.11%	12
2021 Q2	$2.99M	Sell	111,024 -4,692	-4%	-$122K	2.06%	12
2021 Q1	$2.84M	Buy	+115,716	New	+$2.67M	2.22%	10

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

One Plus One Wealth Management's XLE Position: Q3 2026 in Review

One Plus One Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.41% in Q3 2026, selling an estimated $6.06K and leaving 24,377 shares worth $1.5M. The position accounts for 0.63% of the portfolio, ranked #38.

One Plus One Wealth Management first reported a position in XLE in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.97M in Q1 2024. 874 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

One Plus One Wealth Management held 24,377 shares of State Street Energy Select Sector SPDR ETF worth $1.5M as of Q3 2026.
One Plus One Wealth Management sold 100 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $6.06K.
State Street Energy Select Sector SPDR ETF made up 0.63% of One Plus One Wealth Management's portfolio in Q3 2026, its #38 holding.
One Plus One Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
One Plus One Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.97M in Q1 2024.
874 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.