Premier Path Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Premier Path 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	$3.19M	Sell	52,100 -20,360	-28%	-$1.09M	0.42%	52
2025 Q4	$3.24M	Sell	72,460 -4,554	-6%	-$203K	0.42%	52
2025 Q3	$3.44M	Sell	77,014 -2,098	-3%	-$91.9K	0.44%	48
2025 Q2	$3.35M	Buy	79,112 +7,734	+11%	+$322K	0.47%	45
2025 Q1	$3.34M	Buy	71,378 +2	+0%	+$90	0.52%	40
2024 Q4	$3.06M	Sell	71,376 -4,498	-6%	-$204K	0.47%	46
2024 Q3	$3.33M	Buy	75,874 +4,380	+6%	+$196K	0.53%	40
2024 Q2	$3.26M	Sell	71,494 -1,042	-1%	-$48.5K	0.56%	38
2024 Q1	$3.42M	Buy	72,536 +7,842	+12%	+$337K	0.64%	34
2023 Q4	$2.75M	Buy	+64,694	New	+$2.77M	0.61%	34

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

Premier Path Wealth Partners's XLE Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q1 2026, selling an estimated $1.09M and leaving 52,100 shares worth $3.19M. The position accounts for 0.42% of the portfolio, ranked #52.

Premier Path Wealth Partners first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.44M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Premier Path Wealth Partners held 52,100 shares of State Street Energy Select Sector SPDR ETF worth $3.19M as of Q1 2026.
Premier Path Wealth Partners sold 20,360 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.09M.
State Street Energy Select Sector SPDR ETF made up 0.42% of Premier Path Wealth Partners's portfolio in Q1 2026, its #52 holding.
Premier Path Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.44M in Q3 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.