Tradition Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tradition Wealth Management’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	$380K	Buy	6,195 +43	+0.7%	+$2.31K	0.03%	339
2025 Q4	$275K	Sell	6,152 -824	-12%	-$36.7K	0.02%	399
2025 Q3	$312K	Sell	6,976 -1,270	-15%	-$55.6K	0.02%	364
2025 Q2	$350K	Sell	8,246 -2,900	-26%	-$121K	0.03%	322
2025 Q1	$521K	Sell	11,146 -54	-0.5%	-$2.44K	0.05%	243
2024 Q4	$480K	Sell	11,200 -914	-8%	-$41.5K	0.04%	254
2024 Q3	$532K	Buy	12,114 +650	+6%	+$29.1K	0.05%	232
2024 Q2	$522K	Buy	11,464 +12	+0.1%	+$559	0.05%	222
2024 Q1	$541K	Sell	11,452 -436	-4%	-$18.7K	0.05%	216
2023 Q4	$498K	Buy	11,888 +294	+3%	+$12.6K	0.05%	192
2023 Q3	$524K	Buy	11,594 +3,750	+48%	+$164K	0.06%	171
2023 Q2	$318K	Sell	7,844 -2,164	-22%	-$88.1K	0.04%	243
2023 Q1	$414K	Buy	10,008 +2,470	+33%	+$106K	0.05%	201
2022 Q4	$330K	Sell	7,538 -158	-2%	-$6.88K	0.05%	208
2022 Q3	$277K	Sell	7,696 -478	-6%	-$18.1K	0.04%	220
2022 Q2	$292K	Sell	8,174 -6,858	-46%	-$275K	0.04%	221
2022 Q1	$574K	Buy	15,032 +3,458	+30%	+$120K	0.07%	175
2021 Q4	$321K	Buy	11,574 +1,032	+10%	+$29.2K	0.04%	235
2021 Q3	$275K	Sell	10,542 -820	-7%	-$20.3K	0.04%	234
2021 Q2	$306K	Buy	11,362 +2,208	+24%	+$57.4K	0.05%	229
2021 Q1	$225K	Buy	9,154 +6,906	+307%	+$159K	0.04%	237
2020 Q4	$43K	Buy	+2,248	New	+$38.7K	0.01%	441

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

Tradition Wealth Management's XLE Position: Q1 2026 in Review

Tradition Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.7% in Q1 2026, buying an estimated $2.31K and bringing the position to 6,195 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #339.

Tradition Wealth Management first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $574K in Q1 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Tradition Wealth Management held 6,195 shares of State Street Energy Select Sector SPDR ETF worth $380K as of Q1 2026.
Tradition Wealth Management bought 43 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.31K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #339 holding.
Tradition Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $574K in Q1 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.