River Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

River Wealth 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	$1.34M	Sell	21,834 -980	-4%	-$52.6K	0.15%	96
2025 Q4	$1.02M	Buy	22,814 +350	+2%	+$15.6K	0.11%	110
2025 Q3	$1M	Sell	22,464 -464	-2%	-$20.3K	0.12%	112
2025 Q2	$972K	Sell	22,928 -100	-0.4%	-$4.17K	0.12%	117
2025 Q1	$1.08M	Sell	23,028 -2,754	-11%	-$124K	0.15%	102
2024 Q4	$1.1M	Sell	25,782 -952	-4%	-$43.3K	0.15%	104
2024 Q3	$1.17M	Buy	26,734 +2	+0%	+$89	0.16%	106
2024 Q2	$1.22M	Sell	26,732 -102	-0.4%	-$4.75K	0.17%	99
2024 Q1	$1.27M	Buy	26,834 +2	+0%	+$86	0.18%	101
2023 Q4	$1.12M	Sell	26,832 -20	-0.1%	-$855	0.18%	106
2023 Q3	$1.21M	Sell	26,852 -188	-0.7%	-$8.23K	0.22%	97
2023 Q2	$1.1M	Sell	27,040 -1,472	-5%	-$60K	0.19%	111
2023 Q1	$1.18M	Buy	28,512 +6	+0%	+$257	0.21%	106
2022 Q4	$1.25M	Buy	28,506 +900	+3%	+$39.2K	0.24%	99
2022 Q3	$994K	Sell	27,606 -1,956	-7%	-$74K	0.21%	106
2022 Q2	$1.06M	Sell	29,562 -28	-0.1%	-$1.12K	0.19%	110
2022 Q1	$1.13M	Sell	29,590 -170	-0.6%	-$5.89K	0.18%	111
2021 Q4	$826K	Buy	29,760 +82	+0.3%	+$2.32K	0.13%	126
2021 Q3	$773K	Sell	29,678 -66	-0.2%	-$1.64K	0.13%	123
2021 Q2	$801K	Buy	29,744 +90	+0.3%	+$2.34K	0.14%	122
2021 Q1	$727K	Buy	29,654 +702	+2%	+$16.2K	0.14%	125
2020 Q4	$549K	Buy	28,952 +1,452	+5%	+$25K	0.12%	133
2020 Q3	$412K	Sell	27,500 -628	-2%	-$11.2K	0.11%	143
2020 Q2	$532K	Sell	28,128 -1,454	-5%	-$27K	0.16%	117
2020 Q1	$430K	Buy	+29,582	New	+$702K	0.17%	112
2019 Q1	–	Sell	-5,494	Closed	-$158K	–	515
2018 Q4	$158K	Buy	5,494 +728	+15%	+$24.4K	0.07%	164
2018 Q3	$181K	Buy	4,766 +556	+13%	+$20.8K	0.07%	168
2018 Q2	$160K	Buy	+4,210	New	+$156K	0.06%	174

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

River Wealth Advisors's XLE Position: Q1 2026 in Review

River Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q1 2026, selling an estimated $52.6K and leaving 21,834 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #96.

River Wealth Advisors first reported a position in XLE in Q2 2018 and has held it in 28 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

River Wealth Advisors held 21,834 shares of State Street Energy Select Sector SPDR ETF worth $1.34M as of Q1 2026.
River Wealth Advisors sold 980 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $52.6K.
State Street Energy Select Sector SPDR ETF made up 0.15% of River Wealth Advisors's portfolio in Q1 2026, its #96 holding.
River Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.