Strategies Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategies Wealth Advisors’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	$360K	Sell	5,875 -174	-3%	-$9.33K	0.04%	125
2025 Q4	$270K	Sell	6,049 -361	-6%	-$16.1K	0.03%	156
2025 Q3	$286K	Sell	6,410 -84	-1%	-$3.68K	0.03%	149
2025 Q2	$275K	Sell	6,494 -632	-9%	-$26.3K	0.03%	149
2025 Q1	$333K	Sell	7,126 -5,014	-41%	-$226K	0.04%	129
2024 Q4	$549K	Sell	12,140 -10,210	-46%	-$464K	0.07%	76
2024 Q3	$981K	Sell	22,350 -15,820	-41%	-$707K	0.13%	41
2024 Q2	$1.74M	Sell	38,170 -24,888	-39%	-$1.16M	0.25%	31
2024 Q1	$2.98M	Sell	63,058 -39,208	-38%	-$1.68M	0.46%	27
2023 Q4	$4.29M	Buy	102,266 +5,324	+5%	+$228K	0.73%	23
2023 Q3	$4.38M	Sell	96,942 -12,248	-11%	-$536K	0.86%	23
2023 Q2	$4.43M	Buy	109,190 +3,518	+3%	+$143K	0.91%	21
2023 Q1	$4.38M	Buy	105,672 +9,684	+10%	+$414K	0.96%	20
2022 Q4	$4.2M	Buy	+95,988	New	+$4.18M	1.03%	20
2022 Q2	$2.17M	Buy	+60,822	New	+$2.44M	0.62%	26

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

Strategies Wealth Advisors's XLE Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q1 2026, selling an estimated $9.33K and leaving 5,875 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #125.

Strategies Wealth Advisors first reported a position in XLE in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.43M in Q2 2023. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Strategies Wealth Advisors held 5,875 shares of State Street Energy Select Sector SPDR ETF worth $360K as of Q1 2026.
Strategies Wealth Advisors sold 174 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $9.33K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #125 holding.
Strategies Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
Strategies Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.43M in Q2 2023.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.