Surience Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Surience Private Wealth’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	$4.2M	Buy	+68,540	New	+$3.68M	4.51%	8
2024 Q3	–	Sell	-49,426	Closed	-$2.25M	–	42
2024 Q2	$2.25M	Buy	+49,426	New	+$2.3M	2.9%	16
2023 Q1	–	Sell	-59,998	Closed	-$2.62M	–	27
2022 Q4	$2.62M	Buy	+59,998	New	+$2.61M	3.48%	14
2022 Q2	–	Sell	-154,418	Closed	-$5.9M	–	23
2022 Q1	$5.9M	Buy	+154,418	New	+$5.35M	5.16%	6

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

Surience Private Wealth's XLE Position: Q1 2026 in Review

Surience Private Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 68,540 shares worth $4.2M. The stake represents 4.51% of the portfolio and ranks #8 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in XLE as recently as Q2 2024.

Surience Private Wealth first reported a position in XLE in Q1 2022 and has held it in 4 quarters since. The position peaked at $5.9M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Surience Private Wealth held 68,540 shares of State Street Energy Select Sector SPDR ETF worth $4.2M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Surience Private Wealth position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 4.51% of Surience Private Wealth's portfolio in Q1 2026, its #8 holding.
Surience Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 4 quarters since.
Surience Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $5.9M in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.