Shoker Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Shoker Investment Counsel’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	$559K	Buy	9,131 +6	+0.1%	+$322	0.17%	73
2025 Q4	$408K	Buy	9,125 +7	+0.1%	+$312	0.12%	81
2025 Q3	$407K	Buy	9,118 +8	+0.1%	+$350	0.12%	84
2025 Q2	$386K	Buy	9,110 +10	+0.1%	+$416	0.12%	85
2025 Q1	$425K	Buy	9,100 +6	+0.1%	+$271	0.14%	74
2024 Q4	$390K	Buy	9,094 +8	+0.1%	+$364	0.13%	77
2024 Q3	$399K	Buy	9,086 +8	+0.1%	+$358	0.13%	78
2024 Q2	$414K	Buy	9,078 +8	+0.1%	+$373	0.15%	75
2024 Q1	$431K	Buy	9,070 +8	+0.1%	+$344	0.15%	73
2023 Q4	$380K	Buy	9,062 +8	+0.1%	+$342	0.15%	69
2023 Q3	$409K	Sell	9,054 -242	-3%	-$10.6K	0.18%	66
2023 Q2	$377K	Sell	9,296 -1,272	-12%	-$51.8K	0.16%	67
2023 Q1	$438K	Sell	10,568 -94	-0.9%	-$4.02K	0.19%	68
2022 Q4	$466K	Buy	10,662 +1,440	+16%	+$62.7K	0.21%	68
2022 Q3	$332K	Sell	9,222 -88	-0.9%	-$3.33K	0.17%	68
2022 Q2	$332K	Sell	9,310 -370	-4%	-$14.8K	0.18%	72
2022 Q1	$370K	Buy	9,680 +12	+0.1%	+$416	0.18%	72
2021 Q4	$268K	Sell	9,668 -1,192	-11%	-$33.7K	0.12%	87
2021 Q3	$282K	Sell	10,860 -6,842	-39%	-$170K	0.14%	82
2021 Q2	$476K	Sell	17,702 -188	-1%	-$4.89K	0.24%	68
2021 Q1	$438K	Sell	17,890 -24,806	-58%	-$572K	0.23%	66
2020 Q4	$809K	Buy	42,696 +29,008	+212%	+$500K	0.45%	55
2020 Q3	$204K	Buy	+13,688	New	+$243K	0.13%	81

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

Shoker Investment Counsel's XLE Position: Q1 2026 in Review

Shoker Investment Counsel increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.07% in Q1 2026, buying an estimated $322 and bringing the position to 9,131 shares worth $559K. The position accounts for 0.17% of the portfolio, ranked #73.

Shoker Investment Counsel first reported a position in XLE in Q3 2020 and has held it in 23 quarters since. The position peaked at $809K in Q4 2020. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Shoker Investment Counsel held 9,131 shares of State Street Energy Select Sector SPDR ETF worth $559K as of Q1 2026.
Shoker Investment Counsel bought 6 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $322.
State Street Energy Select Sector SPDR ETF made up 0.17% of Shoker Investment Counsel's portfolio in Q1 2026, its #73 holding.
Shoker Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Shoker Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $809K in Q4 2020.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.