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

Quadrant 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	$1.17M	Buy	19,133 +3,449	+22%	+$185K	0.18%	113
2025 Q4	$701K	Sell	15,684 -2	-0%	-$89	0.12%	141
2025 Q3	$701K	Hold	15,686	–	–	0.13%	132
2025 Q2	$665K	Buy	15,686 +218	+1%	+$9.08K	0.14%	128
2025 Q1	$723K	Buy	15,468 +114	+0.7%	+$5.14K	0.18%	110
2024 Q4	$658K	Buy	15,354 +226	+1%	+$10.3K	0.16%	119
2024 Q3	$664K	Sell	15,128 -46	-0.3%	-$2.06K	0.16%	122
2024 Q2	$692K	Hold	15,174	–	–	0.16%	120
2024 Q1	$716K	Sell	15,174 -6	-0%	-$258	0.18%	107
2023 Q4	$636K	Buy	15,180 +214	+1%	+$9.15K	0.18%	113
2023 Q3	$676K	Hold	14,966	–	–	0.23%	90
2023 Q2	$607K	Sell	14,966 -546	-4%	-$22.2K	0.18%	115
2023 Q1	$642K	Sell	15,512 -2,286	-13%	-$97.7K	0.2%	109
2022 Q4	$778K	Buy	+17,798	New	+$775K	0.26%	92
2022 Q2	$556K	Hold	15,564	–	–	0.23%	97
2022 Q1	$595K	Hold	15,564	–	–	0.22%	99
2021 Q4	$432K	Buy	+15,564	New	+$440K	0.16%	130
2019 Q3	–	Sell	-6,408	Closed	-$204K	–	119
2019 Q2	$204K	Buy	6,408 +16	+0.3%	+$512	0.19%	102
2019 Q1	$211K	Buy	+6,392	New	+$205K	0.19%	97
2018 Q4	–	Sell	-5,652	Closed	-$214K	–	103
2018 Q3	$214K	Buy	5,652 +16	+0.3%	+$600	0.19%	90
2018 Q2	$214K	Buy	+5,636	New	+$209K	0.21%	89

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

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

Quadrant Private Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q1 2026, buying an estimated $185K and bringing the position to 19,133 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #113.

Quadrant Private Wealth Management first reported a position in XLE in Q2 2018 and has held it in 21 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Quadrant Private Wealth Management held 19,133 shares of State Street Energy Select Sector SPDR ETF worth $1.17M as of Q1 2026.
Quadrant Private Wealth Management bought 3,449 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $185K.
State Street Energy Select Sector SPDR ETF made up 0.18% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #113 holding.
Quadrant Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 21 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.