Soltis Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Soltis Investment Advisors’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	$867K	Sell	14,156 -1,809	-11%	-$97K	0.05%	243
2025 Q4	$714K	Buy	15,965 +1,389	+10%	+$61.9K	0.05%	257
2025 Q3	$651K	Sell	14,576 -360	-2%	-$15.8K	0.05%	265
2025 Q2	$633K	Buy	14,936 +502	+3%	+$20.9K	0.05%	221
2025 Q1	$674K	Sell	14,434 -2,416	-14%	-$109K	0.06%	202
2024 Q4	$722K	Buy	16,850 +2,220	+15%	+$101K	0.07%	198
2024 Q3	$642K	Sell	14,630 -2,618	-15%	-$117K	0.06%	202
2024 Q2	$786K	Sell	17,248 -8,836	-34%	-$412K	0.08%	166
2024 Q1	$1.23M	Sell	26,084 -5,854	-18%	-$251K	0.14%	142
2023 Q4	$1.34M	Buy	+31,938	New	+$1.37M	0.15%	131

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

Soltis Investment Advisors's XLE Position: Q1 2026 in Review

Soltis Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q1 2026, selling an estimated $97K and leaving 14,156 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #243.

Soltis Investment Advisors first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Soltis Investment Advisors held 14,156 shares of State Street Energy Select Sector SPDR ETF worth $867K as of Q1 2026.
Soltis Investment Advisors sold 1,809 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $97K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #243 holding.
Soltis Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Soltis Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q4 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.