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

Partnership 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 Q1	–	Sell	-35,782	Closed	-$1.6M	–	69
2025 Q4	$1.6M	Buy	35,782 +3,450	+11%	+$154K	1.15%	17
2025 Q3	$1.44M	Buy	32,332 +922	+3%	+$40.4K	1.11%	22
2025 Q2	$1.33M	Sell	31,410 -10	-0%	-$416	1.08%	23
2025 Q1	$1.47M	Buy	31,420 +540	+2%	+$24.3K	1.25%	20
2024 Q4	$1.32M	Buy	+30,880	New	+$1.4M	1.1%	22

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Partnership Wealth Management's XLE Position: Q1 2026 in Review

Partnership Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 35,782 shares — an estimated $1.6M sold.

Partnership Wealth Management first reported a position in XLE in Q4 2024 and held it in 5 quarters. The position peaked at $1.6M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Partnership Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Partnership Wealth Management sold 35,782 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.6M.
Partnership Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Partnership Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.6M in Q4 2025.
2,116 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Partnership Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.