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

Resurgent 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	$1.05M	Buy	17,209 +4,621	+37%	+$248K	0.38%	62
2025 Q4	$563K	Buy	12,588 +470	+4%	+$20.9K	0.28%	104
2025 Q3	$541K	Sell	12,118 -244	-2%	-$10.7K	0.27%	112
2025 Q2	$524K	Buy	12,362 +2,308	+23%	+$96.1K	0.29%	103
2025 Q1	$470K	Sell	10,054 -1,836	-15%	-$82.8K	0.28%	99
2024 Q4	$509K	Sell	11,890 -956	-7%	-$43.4K	0.3%	98
2024 Q3	$564K	Buy	12,846 +650	+5%	+$29.1K	0.33%	86
2024 Q2	$556K	Sell	12,196 -19,554	-62%	-$911K	0.35%	83
2024 Q1	$1.5M	Buy	31,750 +20,480	+182%	+$880K	0.8%	34
2023 Q4	$472K	Buy	11,270 +3,108	+38%	+$133K	0.29%	89
2023 Q3	$369K	Buy	8,162 +948	+13%	+$41.5K	0.25%	97
2023 Q2	$293K	Sell	7,214 -600	-8%	-$24.4K	0.19%	110
2023 Q1	$324K	Hold	7,814	–	–	0.22%	102
2022 Q4	$342K	Sell	7,814 -1,524	-16%	-$66.3K	0.18%	132
2022 Q3	$336K	Buy	+9,338	New	+$353K	0.22%	123

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

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

Resurgent Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q1 2026, buying an estimated $248K and bringing the position to 17,209 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #62.

Resurgent Financial Advisors first reported a position in XLE in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Resurgent Financial Advisors held 17,209 shares of State Street Energy Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Resurgent Financial Advisors bought 4,621 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $248K.
State Street Energy Select Sector SPDR ETF made up 0.38% of Resurgent Financial Advisors's portfolio in Q1 2026, its #62 holding.
Resurgent Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Resurgent Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.5M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.