Shepherd Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Shepherd Financial 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	$568K	Buy	9,279 +162	+2%	+$8.69K	0.05%	148
2025 Q4	$408K	Buy	9,117 +49	+0.5%	+$2.18K	0.04%	177
2025 Q3	$405K	Buy	9,068 +48	+0.5%	+$2.1K	0.04%	175
2025 Q2	$383K	Sell	9,020 -1,640	-15%	-$68.3K	0.04%	175
2025 Q1	$498K	Buy	10,660 +480	+5%	+$21.6K	0.06%	151
2024 Q4	$436K	Hold	10,180	–	–	0.05%	152
2024 Q3	$447K	Buy	10,180 +46	+0.5%	+$2.06K	0.05%	154
2024 Q2	$462K	Sell	10,134 -424	-4%	-$19.7K	0.06%	148
2024 Q1	$498K	Buy	10,558 +1,312	+14%	+$56.4K	0.07%	148
2023 Q4	$388K	Sell	9,246 -584	-6%	-$25K	0.06%	160
2023 Q3	$444K	Sell	9,830 -580	-6%	-$25.4K	0.07%	140
2023 Q2	$423K	Sell	10,410 -1,048	-9%	-$42.7K	0.07%	139
2023 Q1	$475K	Buy	11,458 +1,176	+11%	+$50.3K	0.08%	131
2022 Q4	$450K	Buy	10,282 +42	+0.4%	+$1.83K	0.08%	127
2022 Q3	$369K	Sell	10,240 -32	-0.3%	-$1.21K	0.07%	128
2022 Q2	$367K	Buy	10,272 +744	+8%	+$29.8K	0.07%	127
2022 Q1	$364K	Buy	9,528 +38	+0.4%	+$1.32K	0.07%	129
2021 Q4	$263K	Buy	9,490 +52	+0.6%	+$1.47K	0.05%	139
2021 Q3	$246K	Buy	9,438 +48	+0.5%	+$1.19K	0.05%	139
2021 Q2	$253K	Buy	9,390 +38	+0.4%	+$988	0.05%	136
2021 Q1	$229K	Buy	+9,352	New	+$216K	0.05%	136
2019 Q4	–	Sell	-9,858	Closed	-$291K	–	131
2019 Q3	$291K	Sell	9,858 -974	-9%	-$29.5K	0.07%	108
2019 Q2	$345K	Sell	10,832 -752	-6%	-$24.1K	0.06%	105
2019 Q1	$383K	Buy	11,584 +3,720	+47%	+$119K	0.07%	96
2018 Q4	$227K	Sell	7,864 -27,930	-78%	-$935K	0.05%	120
2018 Q3	$1.36M	Hold	35,794	–	–	0.31%	49
2018 Q2	$1.34M	Buy	35,794 +3,834	+12%	+$142K	0.3%	50
2018 Q1	$1.08M	Sell	31,960 -1,194	-4%	-$42.3K	0.27%	49
2017 Q4	$1.2M	Buy	33,154 +23,342	+238%	+$803K	0.28%	48
2017 Q3	$332K	Sell	9,812 -618	-6%	-$20.1K	0.08%	96
2017 Q2	$336K	Sell	10,430 -2,892	-22%	-$97.2K	0.08%	91
2017 Q1	$468K	Buy	+13,322	New	+$482K	0.12%	78

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

Shepherd Financial Partners's XLE Position: Q1 2026 in Review

Shepherd Financial Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q1 2026, buying an estimated $8.69K and bringing the position to 9,279 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #148.

Shepherd Financial Partners first reported a position in XLE in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.36M in Q3 2018. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Shepherd Financial Partners held 9,279 shares of State Street Energy Select Sector SPDR ETF worth $568K as of Q1 2026.
Shepherd Financial Partners bought 162 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.69K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #148 holding.
Shepherd Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 32 quarters since.
Shepherd Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.36M in Q3 2018.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.