Private Wealth Advisors (California)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Wealth Advisors (California)’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	$4.9M	Sell	80,013 -36,926	-32%	-$1.98M	1.38%	27
2025 Q4	$5.23M	Buy	116,939 +23,521	+25%	+$1.05M	1.67%	17
2025 Q3	$4.17M	Buy	93,418 +436	+0.5%	+$19.1K	1.4%	29
2025 Q2	$3.94M	Sell	92,982 -21,232	-19%	-$884K	1.45%	27
2025 Q1	$5.34M	Buy	114,214 +2,302	+2%	+$104K	1.93%	19
2024 Q4	$4.79M	Sell	111,912 -1,120	-1%	-$50.9K	1.88%	18
2024 Q3	$5.08M	Hold	113,032	–	–	1.94%	17
2024 Q2	$5.15M	Buy	113,032 +2,162	+2%	+$101K	1.99%	16
2024 Q1	$5.23M	Sell	110,870 -7,492	-6%	-$322K	2.13%	17
2023 Q4	$4.96M	Sell	118,362 -4,994	-4%	-$214K	1.94%	20
2023 Q3	$5.58M	Sell	123,356 -4,284	-3%	-$187K	2.36%	15
2023 Q2	$5.18M	Sell	127,640 -920	-0.7%	-$37.5K	2.12%	18
2023 Q1	$5.32M	Sell	128,560 -8,784	-6%	-$376K	2.24%	14
2022 Q4	$6.01M	Sell	137,344 -9,010	-6%	-$392K	2.02%	19
2022 Q3	$5.27M	Sell	146,354 -2,224	-1%	-$84.1K	2.45%	14
2022 Q2	$5.79M	Sell	148,578 -4,332	-3%	-$174K	2.14%	19
2022 Q1	$5.84M	Sell	152,910 -13,430	-8%	-$465K	1.86%	19
2021 Q4	$4.62M	Sell	166,340 -31,808	-16%	-$899K	0.99%	27
2021 Q3	$5.51M	Sell	198,148 -60,416	-23%	-$1.5M	1.32%	24
2021 Q2	$6.96M	Buy	258,564 +41,782	+19%	+$1.09M	2.14%	11
2021 Q1	$5.32M	Sell	216,782 -4,242	-2%	-$97.9K	1.8%	16
2020 Q4	$4.77M	Buy	221,024 +70,238	+47%	+$1.21M	1.65%	17
2020 Q3	$2.26M	Buy	150,786 +24,526	+19%	+$435K	1.17%	21
2020 Q2	$2.39M	Sell	126,260 -94,762	-43%	-$1.76M	1.66%	16
2020 Q1	$3.21M	Buy	221,022 +68,140	+45%	+$1.62M	2.63%	17
2019 Q4	$4.59M	Buy	152,882 +23,232	+18%	+$689K	2.64%	12
2019 Q3	$3.84M	Buy	129,650 +11,564	+10%	+$350K	2.5%	13
2019 Q2	$3.9M	Hold	118,086	–	–	2.66%	11
2019 Q1	$3.9M	Buy	118,086 +11,698	+11%	+$376K	2.66%	11
2018 Q4	$3.05M	Buy	+106,388	New	+$3.56M	2.46%	12

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

Private Wealth Advisors (California)'s XLE Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q1 2026, selling an estimated $1.98M and leaving 80,013 shares worth $4.9M. The position accounts for 1.38% of the portfolio, ranked #27.

Private Wealth Advisors (California) first reported a position in XLE in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.96M in Q2 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Private Wealth Advisors (California) held 80,013 shares of State Street Energy Select Sector SPDR ETF worth $4.9M as of Q1 2026.
Private Wealth Advisors (California) sold 36,926 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.98M.
State Street Energy Select Sector SPDR ETF made up 1.38% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #27 holding.
Private Wealth Advisors (California) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Private Wealth Advisors (California)'s State Street Energy Select Sector SPDR ETF position peaked at $6.96M in Q2 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.