Silverlake Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Silverlake Wealth Management’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	$626K	Sell	10,219 -474	-4%	-$25.4K	0.13%	175
2025 Q4	$478K	Sell	10,693 -427	-4%	-$19K	0.11%	205
2025 Q3	$497K	Sell	11,120 -6,050	-35%	-$265K	0.12%	186
2025 Q2	$728K	Buy	17,170 +5,334	+45%	+$222K	0.21%	130
2025 Q1	$553K	Sell	11,836 -7,644	-39%	-$345K	0.21%	122
2024 Q4	$834K	Sell	19,480 -2,968	-13%	-$135K	0.32%	86
2024 Q3	$985K	Buy	22,448 +1,882	+9%	+$84.1K	0.37%	72
2024 Q2	$937K	Buy	20,566 +10,978	+114%	+$511K	0.38%	71
2024 Q1	$453K	Sell	9,588 -2,258	-19%	-$97K	0.23%	109
2023 Q4	$497K	Buy	11,846 +2,302	+24%	+$98.4K	0.27%	95
2023 Q3	$431K	Buy	9,544 +276	+3%	+$12.1K	0.24%	112
2023 Q2	$376K	Sell	9,268 -1,082	-10%	-$44.1K	0.21%	127
2023 Q1	$429K	Sell	10,350 -1,004	-9%	-$42.9K	0.26%	102
2022 Q4	$497K	Sell	11,354 -722	-6%	-$31.4K	0.31%	78
2022 Q3	$435K	Sell	12,076 -13,716	-53%	-$519K	0.29%	87
2022 Q2	$922K	Buy	25,792 +6,932	+37%	+$278K	0.6%	42
2022 Q1	$721K	Buy	18,860 +3,426	+22%	+$119K	0.41%	67
2021 Q4	$428K	Buy	+15,434	New	+$436K	0.23%	113

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

Silverlake Wealth Management's XLE Position: Q1 2026 in Review

Silverlake Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q1 2026, selling an estimated $25.4K and leaving 10,219 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #175.

Silverlake Wealth Management first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $985K in Q3 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Silverlake Wealth Management held 10,219 shares of State Street Energy Select Sector SPDR ETF worth $626K as of Q1 2026.
Silverlake Wealth Management sold 474 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $25.4K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Silverlake Wealth Management's portfolio in Q1 2026, its #175 holding.
Silverlake Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Silverlake Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $985K in Q3 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.