Sound View Wealth Advisors Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sound View Wealth Advisors Group’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	$843K	Buy	13,764 +28	+0.2%	+$1.5K	0.06%	209
2025 Q4	$614K	Sell	13,736 -62	-0.4%	-$2.76K	0.04%	248
2025 Q3	$616K	Buy	13,798 +14	+0.1%	+$613	0.04%	246
2025 Q2	$585K	Buy	13,784 +120	+0.9%	+$5K	0.04%	249
2025 Q1	$638K	Sell	13,664 -106	-0.8%	-$4.78K	0.05%	228
2024 Q4	$590K	Buy	13,770 +136	+1%	+$6.18K	0.05%	241
2024 Q3	$599K	Buy	13,634 +832	+6%	+$37.2K	0.05%	236
2024 Q2	$583K	Buy	12,802 +94	+0.7%	+$4.38K	0.06%	223
2024 Q1	$600K	Sell	12,708 -2,144	-14%	-$92.1K	0.06%	219
2023 Q4	$623K	Sell	14,852 -218	-1%	-$9.32K	0.07%	215
2023 Q3	$681K	Buy	15,070 +1,396	+10%	+$61.1K	0.08%	185
2023 Q2	$555K	Sell	13,674 -196	-1%	-$7.98K	0.07%	206
2023 Q1	$574K	Sell	13,870 -982	-7%	-$42K	0.08%	200
2022 Q4	$623K	Buy	14,852 +2,318	+18%	+$101K	0.07%	215
2022 Q3	$451K	Buy	12,534 +52	+0.4%	+$1.97K	0.1%	174
2022 Q2	$446K	Buy	12,482 +654	+6%	+$26.2K	0.09%	180
2022 Q1	$452K	Buy	11,828 +2,288	+24%	+$79.2K	0.09%	185
2021 Q4	$265K	Sell	9,540 -1,954	-17%	-$55.2K	0.05%	259
2021 Q3	$299K	Buy	11,494 +394	+4%	+$9.76K	0.06%	232
2021 Q2	$299K	Buy	+11,100	New	+$289K	0.06%	234

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

Sound View Wealth Advisors Group's XLE Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.2% in Q1 2026, buying an estimated $1.5K and bringing the position to 13,764 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #209.

Sound View Wealth Advisors Group first reported a position in XLE in Q2 2021 and has held it in 20 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Sound View Wealth Advisors Group held 13,764 shares of State Street Energy Select Sector SPDR ETF worth $843K as of Q1 2026.
Sound View Wealth Advisors Group bought 28 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.5K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #209 holding.
Sound View Wealth Advisors Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.