Pacific Sun Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pacific Sun Financial’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	$884K	Buy	14,432 +934	+7%	+$50.1K	0.43%	72
2025 Q4	$603K	Buy	13,498 +406	+3%	+$18.1K	0.29%	102
2025 Q3	$585K	Buy	13,092 +1,244	+10%	+$54.5K	0.28%	105
2025 Q2	$502K	Buy	11,848 +1,590	+16%	+$66.2K	0.26%	115
2025 Q1	$479K	Buy	10,258 +2,976	+41%	+$134K	0.27%	116
2024 Q4	$312K	Buy	+7,282	New	+$331K	0.17%	147
2018 Q1	–	Sell	-5,656	Closed	-$204K	–	210
2017 Q4	$204K	Buy	+5,656	New	+$195K	0.11%	138

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

Pacific Sun Financial's XLE Position: Q1 2026 in Review

Pacific Sun Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.9% in Q1 2026, buying an estimated $50.1K and bringing the position to 14,432 shares worth $884K. The position accounts for 0.43% of the portfolio, ranked #72.

Pacific Sun Financial first reported a position in XLE in Q4 2017 and has held it in 7 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pacific Sun Financial held 14,432 shares of State Street Energy Select Sector SPDR ETF worth $884K as of Q1 2026.
Pacific Sun Financial bought 934 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $50.1K.
State Street Energy Select Sector SPDR ETF made up 0.43% of Pacific Sun Financial's portfolio in Q1 2026, its #72 holding.
Pacific Sun Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.