Trask Adam Roland’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Trask Adam Roland’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	$24.5K	Buy	+400	New	+$21.5K	0.02%	135

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Trask Adam Roland's XLE Position: Q1 2026 in Review

Trask Adam Roland opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 400 shares worth $24.5K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings.

2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Trask Adam Roland held 400 shares of State Street Energy Select Sector SPDR ETF worth $24.5K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Trask Adam Roland position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #135 holding.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.