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

Simplicity 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	$1.43M	Buy	23,423 +11,189	+91%	+$600K	0.08%	228
2025 Q4	$547K	Sell	12,234 -3,712	-23%	-$165K	0.03%	407
2025 Q3	$712K	Buy	+15,946	New	+$698K	0.04%	367
2025 Q2	–	Sell	-19,784	Closed	-$924K	–	673
2025 Q1	$924K	Buy	+19,784	New	+$892K	0.07%	265
2024 Q3	–	Sell	-97,512	Closed	-$4.44M	–	1237
2024 Q2	$4.44M	Buy	97,512 +5,360	+6%	+$250K	0.1%	199
2024 Q1	$4.35M	Buy	+92,152	New	+$3.96M	0.1%	196
2022 Q4	–	Sell	-7,422	Closed	-$267K	–	94
2022 Q3	$267K	Buy	7,422 +80	+1%	+$3.02K	0.36%	60
2022 Q2	$263K	Sell	7,342 -8,290	-53%	-$333K	0.38%	50
2022 Q1	$597K	Sell	15,632 -28,480	-65%	-$986K	0.58%	43
2021 Q4	$1.22M	Buy	+44,112	New	+$1.25M	0.66%	32

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

Simplicity Wealth's XLE Position: Q1 2026 in Review

Simplicity Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 91% in Q1 2026, buying an estimated $600K and bringing the position to 23,423 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #228.

Simplicity Wealth first reported a position in XLE in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.44M in Q2 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Simplicity Wealth held 23,423 shares of State Street Energy Select Sector SPDR ETF worth $1.43M as of Q1 2026.
Simplicity Wealth bought 11,189 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $600K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #228 holding.
Simplicity Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
Simplicity Wealth's State Street Energy Select Sector SPDR ETF position peaked at $4.44M in Q2 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.