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Retirement Guys Formula’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Retirement Guys Formula’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 		$320K Sell
4,935
-642
-12% -$34.4K 0.15% 108
2025
Q4 		$277K Sell
5,577
-713
-11% -$31.8K 0.13% 117
2025
Q3 		$282K Sell
6,290
-416
-6% -$18.2K 0.1% 132
2025
Q2 		$288K Sell
6,706
-62
-0.9% -$2.58K 0.11% 116
2025
Q1 		$315K Buy
6,768
+1,176
+21% +$53K 0.16% 107
2024
Q4 		$240K Buy
5,592
+96
+2% +$4.36K 0.12% 116
2024
Q3 		$241K Buy
5,496
+18
+0.3% +$805 0.11% 112
2024
Q2 		$250K Buy
5,478
+38
+0.7% +$1.77K 0.12% 115
2024
Q1 		$257K Buy
5,440
+68
+1% +$2.92K 0.13% 113
2023
Q4 		$225K Buy
5,372
+44
+0.8% +$1.88K 0.12% 121
2023
Q3 		$241K Buy
5,328
+34
+0.6% +$1.49K 0.17% 111
2023
Q2 		$215K Sell
5,294
-1,124
-18% -$45.8K 0.12% 120
2023
Q1 		$266K Sell
6,418
-36
-0.6% -$1.54K 0.19% 111
2022
Q4 		$282K Buy
6,454
+56
+0.9% +$2.44K 0.23% 109
2022
Q3 		$230K Sell
6,398
-508
-7% -$19.2K 0.24% 108
2022
Q2 		$247K Buy
6,906
+202
+3% +$8.1K 0.25% 116
2022
Q1 		$256K Buy
+6,704
New +$232K 0.17% 104

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Retirement Guys Formula's XLE Position: Q1 2026 in Review

Retirement Guys Formula reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, selling an estimated $34.4K and leaving 4,935 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #108.

Retirement Guys Formula first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Retirement Guys Formula held 4,935 shares of State Street Energy Select Sector SPDR ETF worth $320K as of Q1 2026.
  • Retirement Guys Formula sold 642 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $34.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.15% of Retirement Guys Formula's portfolio in Q1 2026, its #108 holding.
  • Retirement Guys Formula first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.