Strait & Sound Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strait & Sound 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
2025 Q2	–	Sell	-20,200	Closed	-$486	–	154
2025 Q1	$486	Buy	+20,200	New	+$911K	﹤0.01%	145

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Strait & Sound Wealth Management's XLE Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q1 2026, buying an estimated $78.2K and bringing the position to 12,750 shares worth $781K. The position accounts for 0.29% of the portfolio, ranked #75.

Strait & Sound Wealth Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $892K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Strait & Sound Wealth Management held 12,750 shares of State Street Energy Select Sector SPDR ETF worth $781K as of Q1 2026.
Strait & Sound Wealth Management bought 1,457 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $78.2K.
State Street Energy Select Sector SPDR ETF made up 0.29% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #75 holding.
Strait & Sound Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $892K in Q2 2025.
2,108 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.