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

Tandem 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	$977K	Sell	15,949 -2,250	-12%	-$121K	0.44%	23
2025 Q4	$814K	Buy	18,199 +3,117	+21%	+$139K	0.36%	24
2025 Q3	$674K	Buy	15,082 +978	+7%	+$42.8K	0.32%	27
2025 Q2	$598K	Buy	14,104 +764	+6%	+$31.8K	0.3%	28
2025 Q1	$623K	Buy	13,340 +1,466	+12%	+$66.1K	0.33%	26
2024 Q4	$509K	Sell	11,874 -756	-6%	-$34.4K	0.26%	28
2024 Q3	$554K	Buy	12,630 +218	+2%	+$9.74K	0.28%	26
2024 Q2	$566K	Sell	12,412 -104	-0.8%	-$4.84K	0.3%	24
2024 Q1	$591K	Sell	12,516 -3,306	-21%	-$142K	0.32%	21
2023 Q4	$663K	Sell	15,822 -412	-3%	-$17.6K	0.38%	19
2023 Q3	$734K	Buy	16,234 +876	+6%	+$38.3K	0.45%	17
2023 Q2	$623K	Sell	15,358 -1,858	-11%	-$75.7K	0.38%	20
2023 Q1	$713K	Sell	17,216 -462	-3%	-$19.8K	0.44%	18
2022 Q4	$773K	Buy	+17,678	New	+$770K	0.49%	21

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

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

Tandem Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, selling an estimated $121K and leaving 15,949 shares worth $977K. The position accounts for 0.44% of the portfolio, ranked #23.

Tandem Wealth Advisors first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Tandem Wealth Advisors held 15,949 shares of State Street Energy Select Sector SPDR ETF worth $977K as of Q1 2026.
Tandem Wealth Advisors sold 2,250 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $121K.
State Street Energy Select Sector SPDR ETF made up 0.44% of Tandem Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Tandem Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.