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

Perissos Private 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	$5.31M	Buy	+86,739	New	+$4.65M	4.61%	6
2025 Q4	–	Sell	-63,072	Closed	-$2.82M	–	84
2025 Q3	$2.82M	Buy	63,072 +410	+0.7%	+$17.9K	2.05%	12
2025 Q2	$2.66M	Buy	+62,662	New	+$2.61M	2.1%	13

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

Perissos Private Wealth Management's XLE Position: Q1 2026 in Review

Perissos Private Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 86,739 shares worth $5.31M. The stake represents 4.61% of the portfolio and ranks #6 among its holdings. This is a return to the name: Perissos Private Wealth Management previously reported a position in XLE as recently as Q3 2025.

Perissos Private Wealth Management first reported a position in XLE in Q2 2025 and has held it in 3 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Perissos Private Wealth Management held 86,739 shares of State Street Energy Select Sector SPDR ETF worth $5.31M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Perissos Private Wealth Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 4.61% of Perissos Private Wealth Management's portfolio in Q1 2026, its #6 holding.
Perissos Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.