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

Stratos 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	$2.97M	Sell	48,553 -157,825	-76%	-$8.47M	0.18%	118
2025 Q4	$9.23M	Sell	206,378 -1,116	-0.5%	-$49.7K	0.45%	57
2025 Q3	$9.27M	Buy	207,494 +17,684	+9%	+$774K	0.45%	55
2025 Q2	$8.05M	Sell	189,810 -142,484	-43%	-$5.93M	0.42%	61
2025 Q1	$15.5M	Sell	332,294 -39,922	-11%	-$1.8M	0.85%	25
2024 Q4	$15.9M	Buy	372,216 +28,296	+8%	+$1.29M	0.76%	26
2024 Q3	$15.1M	Buy	343,920 +101,574	+42%	+$4.54M	0.69%	29
2024 Q2	$11M	Buy	242,346 +19,764	+9%	+$921K	0.55%	45
2024 Q1	$10.5M	Buy	222,582 +15,948	+8%	+$685K	0.62%	33
2023 Q4	$8.66M	Buy	206,634 +25,942	+14%	+$1.11M	0.5%	35
2023 Q3	$8.17M	Sell	180,692 -3,170	-2%	-$139K	0.54%	34
2023 Q2	$7.46M	Buy	183,862 +642	+0.4%	+$26.1K	0.53%	33
2023 Q1	$7.59M	Buy	183,220 +77,138	+73%	+$3.3M	0.58%	31
2022 Q4	$4.64M	Sell	106,082 -3,250	-3%	-$141K	0.39%	66
2022 Q3	$3.94M	Sell	109,332 -48,554	-31%	-$1.84M	0.41%	62
2022 Q2	$5.64M	Sell	157,886 -31,310	-17%	-$1.26M	0.51%	38
2022 Q1	$7.23M	Sell	189,196 -45,426	-19%	-$1.57M	0.59%	33
2021 Q4	$6.51M	Buy	234,622 +33,708	+17%	+$952K	0.47%	48
2021 Q3	$5.23M	Sell	200,914 -92,002	-31%	-$2.28M	0.45%	51
2021 Q2	$7.89M	Sell	292,916 -36,434	-11%	-$947K	0.7%	20
2021 Q1	$8.08M	Sell	329,350 -75,164	-19%	-$1.73M	0.86%	12
2020 Q4	$7.67M	Buy	404,514 +318,866	+372%	+$5.49M	1.06%	13
2020 Q3	$1.28M	Buy	85,648 +55,730	+186%	+$990K	0.31%	83
2020 Q2	$566K	Buy	29,918 +15,296	+105%	+$284K	0.17%	129
2020 Q1	$212K	Sell	14,622 -1,972	-12%	-$46.8K	0.15%	136
2019 Q4	$498K	Sell	16,594 -486	-3%	-$14.4K	0.28%	76
2019 Q3	$506K	Sell	17,080 -1,114	-6%	-$33.7K	0.19%	116
2019 Q2	$580K	Buy	18,194 +84	+0.5%	+$2.69K	0.23%	95
2019 Q1	$599K	Sell	18,110 -318	-2%	-$10.2K	0.32%	85
2018 Q4	$528K	Buy	+18,428	New	+$617K	0.35%	82

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

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

Stratos Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 76% in Q1 2026, selling an estimated $8.47M and leaving 48,553 shares worth $2.97M. The position accounts for 0.18% of the portfolio, ranked #118.

Stratos Wealth Advisors first reported a position in XLE in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.9M in Q4 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Stratos Wealth Advisors held 48,553 shares of State Street Energy Select Sector SPDR ETF worth $2.97M as of Q1 2026.
Stratos Wealth Advisors sold 157,825 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.47M.
State Street Energy Select Sector SPDR ETF made up 0.18% of Stratos Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Stratos Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $15.9M in Q4 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.