Strategic Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Financial Partners’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	$4.04M	Buy	+65,939	New	+$3.54M	1.74%	12
2024 Q3	–	Sell	-63,002	Closed	-$2.87M	–	70
2024 Q2	$2.87M	Buy	+63,002	New	+$2.93M	1.58%	17
2023 Q4	–	Sell	-57,702	Closed	-$2.61M	–	75
2023 Q3	$2.61M	Sell	57,702 -200	-0.3%	-$8.75K	1.58%	13
2023 Q2	$2.35M	Buy	57,902 +12,290	+27%	+$501K	1.34%	18
2023 Q1	$1.89M	Buy	45,612 +4,254	+10%	+$182K	1.16%	19
2022 Q4	$1.81M	Buy	+41,358	New	+$1.8M	1.1%	18

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

Strategic Financial Partners's XLE Position: Q1 2026 in Review

Strategic Financial Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 65,939 shares worth $4.04M. The stake represents 1.74% of the portfolio and ranks #12 among its holdings. This is a return to the name: Strategic Financial Partners previously reported a position in XLE as recently as Q2 2024.

Strategic Financial Partners first reported a position in XLE in Q4 2022 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Strategic Financial Partners held 65,939 shares of State Street Energy Select Sector SPDR ETF worth $4.04M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Strategic Financial Partners position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 1.74% of Strategic Financial Partners's portfolio in Q1 2026, its #12 holding.
Strategic Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.