Pure Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pure Financial Advisors’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	$333K	Buy	5,432 +234	+5%	+$12.6K	﹤0.01%	433
2025 Q4	$232K	Buy	5,198 +62	+1%	+$2.76K	﹤0.01%	477
2025 Q3	$229K	Sell	5,136 -132	-3%	-$5.78K	﹤0.01%	456
2025 Q2	$223K	Buy	+5,268	New	+$219K	﹤0.01%	438
2024 Q1	–	Sell	-4,858	Closed	-$204K	–	326
2023 Q4	$204K	Buy	+4,858	New	+$208K	0.01%	290
2019 Q1	–	Sell	-31,014	Closed	-$889K	–	151
2018 Q4	$889K	Buy	+31,014	New	+$1.04M	0.18%	65

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

Pure Financial Advisors's XLE Position: Q1 2026 in Review

Pure Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q1 2026, buying an estimated $12.6K and bringing the position to 5,432 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Pure Financial Advisors first reported a position in XLE in Q4 2018 and has held it in 6 quarters since. The position peaked at $889K in Q4 2018. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pure Financial Advisors held 5,432 shares of State Street Energy Select Sector SPDR ETF worth $333K as of Q1 2026.
Pure Financial Advisors bought 234 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $12.6K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #433 holding.
Pure Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 6 quarters since.
Pure Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $889K in Q4 2018.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.