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

Straight Path 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	$366K	Buy	5,971 +22	+0.4%	+$1.18K	0.1%	81
2025 Q4	$266K	Buy	5,949 +939	+19%	+$41.8K	0.07%	105
2025 Q3	$224K	Buy	5,010 +28	+0.6%	+$1.23K	0.06%	128
2025 Q2	$211K	Buy	4,982 +30	+0.6%	+$1.25K	0.07%	109
2025 Q1	$231K	Buy	4,952 +226	+5%	+$10.2K	0.09%	90
2024 Q4	$202K	Buy	4,726 +28	+0.6%	+$1.27K	0.08%	88
2024 Q3	$206K	Buy	4,698 +34	+0.7%	+$1.52K	0.09%	93
2024 Q2	$213K	Buy	+4,664	New	+$217K	0.11%	86

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

Straight Path Wealth Management's XLE Position: Q1 2026 in Review

Straight Path Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.37% in Q1 2026, buying an estimated $1.18K and bringing the position to 5,971 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #81.

Straight Path Wealth Management first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Straight Path Wealth Management held 5,971 shares of State Street Energy Select Sector SPDR ETF worth $366K as of Q1 2026.
Straight Path Wealth Management bought 22 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.18K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Straight Path Wealth Management's portfolio in Q1 2026, its #81 holding.
Straight Path Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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