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

Roberts 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	$806K	Buy	13,162 +188	+1%	+$10.1K	0.2%	73
2025 Q4	$580K	Sell	12,974 -608	-4%	-$27.1K	0.15%	77
2025 Q3	$607K	Sell	13,582 -528	-4%	-$23.1K	0.16%	73
2025 Q2	$598K	Buy	14,110 +132	+0.9%	+$5.5K	0.17%	70
2025 Q1	$653K	Buy	13,978 +174	+1%	+$7.84K	0.2%	73
2024 Q4	$639K	Buy	13,804 +6,290	+84%	+$286K	0.19%	70
2024 Q3	$342K	Sell	7,514 -460	-6%	-$20.6K	0.11%	81
2024 Q2	$354K	Sell	7,974 -416	-5%	-$19.4K	0.12%	77
2024 Q1	$399K	Buy	+8,390	New	+$360K	0.15%	77
2023 Q4	–	Sell	-8,796	Closed	-$397K	–	86
2023 Q3	$397K	Sell	8,796 -454	-5%	-$19.9K	0.17%	73
2023 Q2	$375K	Sell	9,250 -348	-4%	-$14.2K	0.17%	71
2023 Q1	$408K	Buy	9,598 +52	+0.5%	+$2.22K	0.19%	73
2022 Q4	$403K	Sell	9,546 -264	-3%	-$11.5K	0.19%	74
2022 Q3	$404K	Sell	9,810 -908	-8%	-$34.3K	0.2%	69
2022 Q2	$380K	Sell	10,718 -74	-0.7%	-$2.97K	0.17%	75
2022 Q1	$416K	Sell	10,792 -362	-3%	-$12.5K	0.16%	78
2021 Q4	$319K	Sell	11,154 -152	-1%	-$4.29K	0.11%	84
2021 Q3	$294K	Buy	+11,306	New	+$280K	0.12%	86

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

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

Roberts Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q1 2026, buying an estimated $10.1K and bringing the position to 13,162 shares worth $806K. The position accounts for 0.2% of the portfolio, ranked #73.

Roberts Wealth Advisors first reported a position in XLE in Q3 2021 and has held it in 18 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Roberts Wealth Advisors held 13,162 shares of State Street Energy Select Sector SPDR ETF worth $806K as of Q1 2026.
Roberts Wealth Advisors bought 188 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $10.1K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Roberts Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Roberts Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.