Strategic Family Wealth Counselors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Family Wealth Counselors’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	$333K	Buy	5,444 +4	+0.1%	+$215	0.09%	125
2025 Q4	$259K	Buy	5,440 +2	+0%	+$89	0.06%	185
2025 Q3	$243K	Buy	5,438 +4	+0.1%	+$175	0.06%	136
2025 Q2	$230K	Buy	5,434 +396	+8%	+$16.5K	0.07%	132
2025 Q1	$235K	Buy	5,038 +98	+2%	+$4.42K	0.08%	127
2024 Q4	$212K	Buy	4,940 +102	+2%	+$4.63K	0.07%	124
2024 Q3	$212K	Sell	4,838 -312	-6%	-$13.9K	0.07%	127
2024 Q2	$235K	Buy	5,150 +4	+0.1%	+$186	0.09%	110
2024 Q1	$243K	Buy	5,146 +224	+5%	+$9.62K	0.1%	104
2023 Q4	$206K	Buy	4,922 +494	+11%	+$21.1K	0.09%	111
2023 Q3	$200K	Buy	+4,428	New	+$194K	0.1%	106
2023 Q1	–	Sell	-9,480	Closed	-$415K	–	115
2022 Q4	$415K	Buy	9,480 +56	+0.6%	+$2.44K	0.21%	63
2022 Q3	$339K	Buy	9,424 +304	+3%	+$11.5K	0.17%	60
2022 Q2	$326K	Buy	9,120 +2,300	+34%	+$92.3K	0.16%	65
2022 Q1	$261K	Buy	+6,820	New	+$236K	0.11%	81

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

MMH

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

Strategic Family Wealth Counselors's XLE Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.07% in Q1 2026, buying an estimated $215 and bringing the position to 5,444 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #125.

Strategic Family Wealth Counselors first reported a position in XLE in Q1 2022 and has held it in 15 quarters since. The position peaked at $415K in Q4 2022. 2,105 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Strategic Family Wealth Counselors held 5,444 shares of State Street Energy Select Sector SPDR ETF worth $333K as of Q1 2026.
Strategic Family Wealth Counselors bought 4 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $215.
State Street Energy Select Sector SPDR ETF made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #125 holding.
Strategic Family Wealth Counselors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Strategic Family Wealth Counselors's State Street Energy Select Sector SPDR ETF position peaked at $415K in Q4 2022.
2,105 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.