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

Signal Advisors Wealth’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	$4.61M	Buy	75,189 +43,464	+137%	+$2.33M	0.32%	74
2025 Q4	$1.42M	Buy	31,725 +21,019	+196%	+$936K	0.11%	149
2025 Q3	$478K	Sell	10,706 -223,832	-95%	-$9.8M	0.04%	279
2025 Q2	$9.95M	Buy	234,538 +162,098	+224%	+$6.75M	0.78%	32
2025 Q1	$3.38M	Buy	72,440 +8,980	+14%	+$405K	0.33%	79
2024 Q4	$2.72M	Buy	63,460 +32,652	+106%	+$1.48M	0.31%	89
2024 Q3	$1.35M	Buy	+30,808	New	+$1.38M	0.19%	128
2024 Q2	–	Sell	-8,532	Closed	-$403K	–	290
2024 Q1	$403K	Buy	8,532 +2,086	+32%	+$89.6K	0.1%	195
2023 Q4	$270K	Buy	+6,446	New	+$276K	0.09%	179

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

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

Signal Advisors Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 137% in Q1 2026, buying an estimated $2.33M and bringing the position to 75,189 shares worth $4.61M. The position accounts for 0.32% of the portfolio, ranked #74.

Signal Advisors Wealth first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.95M in Q2 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Signal Advisors Wealth held 75,189 shares of State Street Energy Select Sector SPDR ETF worth $4.61M as of Q1 2026.
Signal Advisors Wealth bought 43,464 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.33M.
State Street Energy Select Sector SPDR ETF made up 0.32% of Signal Advisors Wealth's portfolio in Q1 2026, its #74 holding.
Signal Advisors Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's State Street Energy Select Sector SPDR ETF position peaked at $9.95M in Q2 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.