Rice Partnership’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Rice Partnership’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	–	Sell	-300	Closed	-$13.4K	–	188
2025 Q4	$13.4K	Buy	+300	New	+$13.4K	﹤0.01%	163
2025 Q3	–	Sell	-86	Closed	-$3.63K	–	198
2025 Q2	$3.63K	Sell	86 -44	-34%	-$1.83K	﹤0.01%	162
2025 Q1	$6.06K	Sell	130 -416	-76%	-$18.8K	﹤0.01%	143
2024 Q4	$23.4K	Buy	546 +416	+320%	+$18.9K	﹤0.01%	148
2024 Q3	$5.69K	Hold	130	–	–	﹤0.01%	164
2024 Q2	$5.91K	Hold	130	–	–	﹤0.01%	144
2024 Q1	$6.12K	Sell	130 -932	-88%	-$40K	﹤0.01%	144
2023 Q4	$44.5K	Hold	1,062	–	–	0.01%	108
2023 Q3	$48K	Hold	1,062	–	–	0.01%	107
2023 Q2	$43.1K	Hold	1,062	–	–	0.01%	116
2023 Q1	$44K	Hold	1,062	–	–	0.01%	105
2022 Q4	$46.4K	Hold	1,062	–	–	0.01%	99
2022 Q3	$38K	Hold	1,062	–	–	0.01%	109
2022 Q2	$38K	Hold	1,062	–	–	0.01%	107
2022 Q1	$41K	Sell	1,062 -1,994	-65%	-$69.1K	0.01%	118
2021 Q4	$85K	Buy	+3,056	New	+$86.3K	0.02%	106
2020 Q2	–	Sell	-1,778	Closed	-$26K	–	101
2020 Q1	$26K	Buy	1,778 +450	+34%	+$10.7K	0.02%	84
2019 Q4	$40K	Buy	+1,328	New	+$39.4K	0.02%	85
2019 Q3	–	Sell	-1,328	Closed	-$42K	–	119
2019 Q2	$42K	Buy	+1,328	New	+$42.5K	0.03%	87

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Rice Partnership's XLE Position: Q1 2026 in Review

Rice Partnership sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 300 shares — an estimated $13.4K sold.

Rice Partnership first reported a position in XLE in Q2 2019 and held it in 19 quarters. The position peaked at $85K in Q4 2021. 2,116 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Rice Partnership reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Rice Partnership sold 300 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4K.
Rice Partnership first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and held it in 19 quarters.
Rice Partnership's State Street Energy Select Sector SPDR ETF position peaked at $85K in Q4 2021.
2,116 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.