Sagespring Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sagespring Wealth Partners’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	$900K	Buy	14,695 +575	+4%	+$30.8K	0.02%	347
2025 Q4	$631K	Buy	14,120 +1,584	+13%	+$70.5K	0.01%	416
2025 Q3	$560K	Sell	12,536 -42	-0.3%	-$1.84K	0.01%	435
2025 Q2	$533K	Sell	12,578 -1,704	-12%	-$71K	0.01%	425
2025 Q1	$667K	Sell	14,282 -90	-0.6%	-$4.06K	0.02%	326
2024 Q4	$616K	Buy	+14,372	New	+$653K	0.02%	307

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

Sagespring Wealth Partners's XLE Position: Q1 2026 in Review

Sagespring Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q1 2026, buying an estimated $30.8K and bringing the position to 14,695 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #347.

Sagespring Wealth Partners first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Sagespring Wealth Partners held 14,695 shares of State Street Energy Select Sector SPDR ETF worth $900K as of Q1 2026.
Sagespring Wealth Partners bought 575 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $30.8K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #347 holding.
Sagespring Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.