Risk Paradigm Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Risk Paradigm Group’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	$2.98M	Sell	48,696 -13,567	-22%	-$728K	2.54%	11
2025 Q4	$2.78M	Buy	+62,263	New	+$2.77M	2.68%	15
2018 Q4	$1.3M	Buy	45,276 +5,168	+13%	+$173K	3.16%	8
2018 Q3	$1.52M	Buy	40,108 +27,088	+208%	+$1.02M	3.01%	9
2018 Q2	$494K	Buy	13,020 +1,956	+18%	+$72.7K	0.95%	34
2018 Q1	$373K	Hold	11,064	–	–	0.47%	68
2017 Q4	$400K	Sell	11,064 -12	-0.1%	-$413	0.43%	69
2017 Q3	$379K	Buy	11,076 +2,972	+37%	+$96.7K	0.46%	70
2017 Q2	$263K	Sell	8,104 -6,482	-44%	-$218K	0.31%	81
2017 Q1	$510K	Sell	14,586 -5,478	-27%	-$198K	0.58%	54
2016 Q4	$756K	Buy	20,064 +330	+2%	+$11.9K	0.83%	41
2016 Q3	$697K	Sell	19,734 -4,574	-19%	-$157K	0.52%	45
2016 Q2	$829K	Buy	+24,308	New	+$802K	1.12%	37

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

Risk Paradigm Group's XLE Position: Q1 2026 in Review

Risk Paradigm Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q1 2026, selling an estimated $728K and leaving 48,696 shares worth $2.98M. The position accounts for 2.54% of the portfolio, ranked #11.

Risk Paradigm Group first reported a position in XLE in Q2 2016 and has held it in 13 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Risk Paradigm Group held 48,696 shares of State Street Energy Select Sector SPDR ETF worth $2.98M as of Q1 2026.
Risk Paradigm Group sold 13,567 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $728K.
State Street Energy Select Sector SPDR ETF made up 2.54% of Risk Paradigm Group's portfolio in Q1 2026, its #11 holding.
Risk Paradigm Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 13 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.