Triad Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Triad Wealth Partners’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	–	Sell	-9,607	Closed	-$430K	–	523
2025 Q4	$430K	Buy	+9,607	New	+$428K	0.04%	300
2024 Q3	–	Sell	-164	Closed	-$7.47K	–	960
2024 Q2	$7.47K	Buy	+164	New	+$7.64K	﹤0.01%	494

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

Triad Wealth Partners's XLE Position: Q1 2026 in Review

Triad Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 9,607 shares — an estimated $430K sold.

Triad Wealth Partners first reported a position in XLE in Q2 2024 and held it in 2 quarters. The position peaked at $430K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Triad Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 9,607 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $430K.
Triad Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $430K in Q4 2025.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.