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

Stratos Wealth 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	$5.5M	Buy	89,799 +13,183	+17%	+$707K	0.06%	315
2025 Q4	$3.43M	Buy	76,616 +990	+1%	+$44.1K	0.04%	410
2025 Q3	$3.38M	Sell	75,626 -7,006	-8%	-$307K	0.04%	404
2025 Q2	$3.5M	Sell	82,632 -3,478	-4%	-$145K	0.05%	357
2025 Q1	$4.02M	Sell	86,110 -30,836	-26%	-$1.39M	0.06%	304
2024 Q4	$5.01M	Sell	116,946 -28,990	-20%	-$1.32M	0.07%	274
2024 Q3	$6.41M	Sell	145,936 -146,602	-50%	-$6.55M	0.09%	220
2024 Q2	$13.3M	Sell	292,538 -8,522	-3%	-$397K	0.21%	95
2024 Q1	$14.2M	Buy	301,060 +85,476	+40%	+$3.67M	0.24%	88
2023 Q4	$9.04M	Buy	215,584 +27,542	+15%	+$1.18M	0.17%	137
2023 Q3	$8.5M	Buy	188,042 +6,166	+3%	+$270K	0.18%	123
2023 Q2	$7.38M	Sell	181,876 -15,434	-8%	-$629K	0.17%	140
2023 Q1	$8.17M	Sell	197,310 -232,478	-54%	-$9.94M	0.22%	101
2022 Q4	$18.8M	Buy	429,788 +14,828	+4%	+$645K	0.48%	42
2022 Q3	$14.9M	Sell	414,960 -214,812	-34%	-$8.12M	0.42%	51
2022 Q2	$22.5M	Buy	629,772 +262,404	+71%	+$10.5M	0.57%	30
2022 Q1	$14M	Buy	367,368 +207,524	+130%	+$7.19M	0.31%	71
2021 Q4	$4.44M	Sell	159,844 -27,536	-15%	-$778K	0.1%	202
2021 Q3	$4.88M	Sell	187,380 -15,560	-8%	-$385K	0.12%	181
2021 Q2	$5.47M	Buy	202,940 +67,240	+50%	+$1.75M	0.14%	168
2021 Q1	$3.33M	Buy	135,700 +1,272	+0.9%	+$29.3K	0.09%	216
2020 Q4	$2.55M	Sell	134,428 -12,436	-8%	-$214K	0.08%	242
2020 Q3	$2.2M	Sell	146,864 -1,070	-0.7%	-$19K	0.07%	249
2020 Q2	$2.8M	Buy	147,934 +54,426	+58%	+$1.01M	0.1%	214
2020 Q1	$1.36M	Buy	93,508 +22,522	+32%	+$534K	0.06%	267
2019 Q4	$2.13M	Buy	70,986 +14,074	+25%	+$417K	0.08%	234
2019 Q3	$1.69M	Sell	56,912 -10,666	-16%	-$323K	0.07%	258
2019 Q2	$2.15M	Buy	67,578 +17,098	+34%	+$547K	0.09%	219
2019 Q1	$1.67M	Sell	50,480 -6,976	-12%	-$224K	0.08%	265
2018 Q4	$1.65M	Sell	57,456 -10,954	-16%	-$367K	0.09%	246
2018 Q3	$2.59M	Buy	68,410 +3,564	+5%	+$134K	0.12%	188
2018 Q2	$2.46M	Sell	64,846 -40,368	-38%	-$1.5M	0.11%	205
2018 Q1	$3.55M	Sell	105,214 -53,948	-34%	-$1.91M	0.15%	139
2017 Q4	$5.75M	Buy	159,162 +2,592	+2%	+$89.2K	0.26%	75
2017 Q3	$5.36M	Sell	156,570 -1,536	-1%	-$50K	0.25%	85
2017 Q2	$5.13M	Buy	158,106 +31,294	+25%	+$1.05M	0.26%	84
2017 Q1	$4.43M	Buy	126,812 +87,690	+224%	+$3.17M	0.25%	88
2016 Q4	$1.47M	Buy	39,122 +2,598	+7%	+$94K	0.09%	208
2016 Q3	$1.29M	Sell	36,524 -26,676	-42%	-$914K	0.09%	206
2016 Q2	$2.16M	Buy	63,200 +406	+0.6%	+$13.4K	0.16%	123
2016 Q1	$1.94M	Buy	62,794 +36,422	+138%	+$1.06M	0.17%	112
2015 Q4	$795K	Buy	26,372 +2,038	+8%	+$67.1K	0.07%	209
2015 Q3	$745K	Sell	24,334 -2,014	-8%	-$67.9K	0.09%	190
2015 Q2	$990K	Buy	26,348 +2,626	+11%	+$104K	0.13%	155
2015 Q1	$921K	Buy	23,722 +11,888	+100%	+$461K	0.11%	181
2014 Q4	$468K	Buy	+11,834	New	+$492K	0.08%	258

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 Partners's XLE Position: Q1 2026 in Review

Stratos Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q1 2026, buying an estimated $707K and bringing the position to 89,799 shares worth $5.5M. The position accounts for 0.06% of the portfolio, ranked #315.

Stratos Wealth Partners first reported a position in XLE in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.5M in Q2 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Stratos Wealth Partners held 89,799 shares of State Street Energy Select Sector SPDR ETF worth $5.5M as of Q1 2026.
Stratos Wealth Partners bought 13,183 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $707K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #315 holding.
Stratos Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
Stratos Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $22.5M in Q2 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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