Sunbelt Securities’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sunbelt Securities’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	$836K	Buy	13,639 +3,252	+31%	+$174K	0.05%	293
2025 Q4	$464K	Sell	10,387 -777	-7%	-$34.6K	0.03%	423
2025 Q3	$499K	Sell	11,164 -8,778	-44%	-$384K	0.03%	390
2025 Q2	$854K	Buy	19,942 +8,656	+77%	+$361K	0.08%	229
2025 Q1	$527K	Sell	11,286 -8,656	-43%	-$390K	0.05%	308
2024 Q4	$843K	Buy	19,942 +930	+5%	+$42.3K	0.07%	231
2024 Q3	$835K	Sell	19,012 -978	-5%	-$43.7K	0.08%	236
2024 Q2	$911K	Buy	19,990 +6,188	+45%	+$288K	0.09%	208
2024 Q1	$651K	Sell	13,802 -8,408	-38%	-$361K	0.07%	255
2023 Q4	$931K	Buy	22,210 +3,992	+22%	+$171K	0.12%	189
2023 Q3	$823K	Sell	18,218 -1,144	-6%	-$50.1K	0.11%	193
2023 Q2	$786K	Sell	19,362 -1,824	-9%	-$74.3K	0.11%	193
2023 Q1	$871K	Sell	21,186 -154	-0.7%	-$6.58K	0.14%	160
2022 Q4	$933K	Sell	21,340 -6,946	-25%	-$302K	0.18%	142
2022 Q3	$1.02M	Buy	28,286 +6,692	+31%	+$253K	0.22%	123
2022 Q2	$772K	Sell	21,594 -12,740	-37%	-$511K	0.16%	158
2022 Q1	$1.33M	Sell	34,334 -7,820	-19%	-$271K	0.24%	108
2021 Q4	$1.44M	Sell	42,154 -17,102	-29%	-$483K	0.23%	110
2021 Q3	$1.44M	Hold	59,256	–	–	0.26%	99
2021 Q2	$1.44M	Buy	59,256 +17,410	+42%	+$453K	0.26%	99
2021 Q1	$1.03M	Sell	41,846 -27,418	-40%	-$633K	0.2%	134
2020 Q4	$1.31M	Buy	69,264 +39,560	+133%	+$682K	0.27%	91
2020 Q3	$445K	Sell	29,704 -7,554	-20%	-$134K	0.12%	211
2020 Q2	$705K	Sell	37,258 -3,668	-9%	-$68.2K	0.24%	112
2020 Q1	$635K	Buy	40,926 +4,928	+14%	+$117K	0.03%	196
2019 Q4	$1.08M	Buy	35,998 +90	+0.3%	+$2.67K	0.11%	189
2019 Q3	$1.06M	Buy	35,908 +20,878	+139%	+$632K	0.12%	177
2019 Q2	$479K	Sell	15,030 -810	-5%	-$25.9K	0.21%	138
2019 Q1	$524K	Sell	15,840 -72	-0.5%	-$2.31K	0.26%	106
2018 Q4	$456K	Sell	15,912 -1,112	-7%	-$37.2K	0.27%	101
2018 Q3	$645K	Sell	17,024 -1,364	-7%	-$51.1K	0.35%	76
2018 Q2	$698K	Sell	18,388 -3,902	-18%	-$145K	0.42%	66
2018 Q1	$751K	Buy	22,290 +4,060	+22%	+$144K	0.69%	35
2017 Q4	$659K	Buy	18,230 +2,664	+17%	+$91.7K	0.64%	40
2017 Q3	$533K	Buy	15,566 +4,108	+36%	+$134K	0.56%	56
2017 Q2	$372K	Buy	11,458 +976	+9%	+$32.8K	0.7%	43
2017 Q1	$366K	Buy	10,482 +16	+0.2%	+$578	0.55%	50
2016 Q4	$394K	Buy	10,466 +1,586	+18%	+$57.4K	0.6%	42
2016 Q3	$313K	Sell	8,880 -122	-1%	-$4.18K	0.38%	59
2016 Q2	$307K	Sell	9,002 -18	-0.2%	-$594	0.4%	61
2016 Q1	$279K	Sell	9,020 -224	-2%	-$6.5K	0.41%	63
2015 Q4	$279K	Sell	9,244 -88	-0.9%	-$2.9K	0.39%	63
2015 Q3	$286K	Buy	+9,332	New	+$315K	0.39%	66

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

Sunbelt Securities's XLE Position: Q1 2026 in Review

Sunbelt Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q1 2026, buying an estimated $174K and bringing the position to 13,639 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #293.

Sunbelt Securities first reported a position in XLE in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.44M in Q3 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Sunbelt Securities held 13,639 shares of State Street Energy Select Sector SPDR ETF worth $836K as of Q1 2026.
Sunbelt Securities bought 3,252 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $174K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #293 holding.
Sunbelt Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 43 quarters since.
Sunbelt Securities's State Street Energy Select Sector SPDR ETF position peaked at $1.44M in Q3 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.