SHP Wealth Management’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

SHP Wealth Management’s Portfolio XLEI Stock Details XLEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$822K	Buy	+29,060	New	+$762K	0.06%	106

Other funds holding XLEI

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gruss & Co West Palm Beach, Florida $40.8M AUM 44% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's XLEI Position: Q1 2026 in Review

SHP Wealth Management opened a new position in State Street Energy Select Sector SPDR Premium Income ETF (XLEI) in Q1 2026: 29,060 shares worth $822K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

9 funds tracked by Wall St. Rank hold XLEI as of Q1 2026.

SHP Wealth Management held 29,060 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $822K as of Q1 2026.
State Street Energy Select Sector SPDR Premium Income ETF was a new SHP Wealth Management position in Q1 2026.
State Street Energy Select Sector SPDR Premium Income ETF made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #106 holding.
9 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.