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

Pursue 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	$930K	Buy	15,174 +9,620	+173%	+$516K	0.56%	46
2025 Q4	$248K	Hold	5,554	–	–	0.12%	92
2025 Q3	$248K	Hold	5,554	–	–	0.14%	102
2025 Q2	$236K	Hold	5,554	–	–	0.13%	103
2025 Q1	$260K	Hold	5,554	–	–	0.16%	97
2024 Q4	$238K	Hold	5,554	–	–	0.14%	101
2024 Q3	$244K	Hold	5,554	–	–	0.13%	101
2024 Q2	$253K	Buy	+5,554	New	+$259K	0.14%	94
2023 Q2	–	Sell	-7,170	Closed	-$297K	–	109
2023 Q1	$297K	Buy	+7,170	New	+$307K	0.2%	82
2022 Q2	–	Sell	-19,608	Closed	-$759K	–	246
2022 Q1	$759K	Buy	19,608 +5,000	+34%	+$173K	0.31%	65
2021 Q4	$405K	Buy	+14,608	New	+$413K	0.16%	96

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

Pursue Wealth Partners's XLE Position: Q1 2026 in Review

Pursue Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 173% in Q1 2026, buying an estimated $516K and bringing the position to 15,174 shares worth $930K. The position accounts for 0.56% of the portfolio, ranked #46.

Pursue Wealth Partners first reported a position in XLE in Q4 2021 and has held it in 11 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pursue Wealth Partners held 15,174 shares of State Street Energy Select Sector SPDR ETF worth $930K as of Q1 2026.
Pursue Wealth Partners bought 9,620 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $516K.
State Street Energy Select Sector SPDR ETF made up 0.56% of Pursue Wealth Partners's portfolio in Q1 2026, its #46 holding.
Pursue Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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