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

SMART 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 		– Sell
-5,957
Closed -$266K – 231
2025
Q4 		$266K Sell
5,957
-1,005
-14% -$44.8K 0.08% 154
2025
Q3 		$311K Sell
6,962
-4,768
-41% -$209K 0.12% 116
2025
Q2 		$497K Sell
11,730
-81,180
-87% -$3.38M 0.16% 106
2025
Q1 		$4.34M Buy
92,910
+40,038
+76% +$1.81M 1.56% 17
2024
Q4 		$2.26M Buy
52,872
+30,400
+135% +$1.38M 0.81% 38
2024
Q3 		$987K Sell
22,472
-19,410
-46% -$868K 0.39% 56
2024
Q2 		$1.91M Buy
41,882
+2,628
+7% +$122K 0.77% 35
2024
Q1 		$1.85M Sell
39,254
-1,334
-3% -$57.3K 0.84% 30
2023
Q4 		$1.7M Buy
40,588
+14,328
+55% +$613K 0.93% 22
2023
Q3 		$1.19M Buy
26,260
+11,494
+78% +$503K 0.89% 35
2023
Q2 		$599K Buy
14,766
+2,872
+24% +$117K 0.45% 44
2023
Q1 		$493K Sell
11,894
-21,294
-64% -$910K 0.43% 45
2022
Q4 		$1.45M Buy
+33,188
New +$1.44M 1.09% 30

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

SMART Wealth's XLE Position: Q1 2026 in Review

SMART Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 5,957 shares — an estimated $266K sold.

SMART Wealth first reported a position in XLE in Q4 2022 and held it in 13 quarters. The position peaked at $4.34M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • SMART Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • SMART Wealth sold 5,957 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $266K.
  • SMART Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
  • SMART Wealth's State Street Energy Select Sector SPDR ETF position peaked at $4.34M in Q1 2025.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.