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

Tripletail 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	$201K	Sell	3,400 -1,790	-34%	-$96K	0.27%	72
2025 Q4	$232K	Hold	5,190	–	–	0.29%	65
2025 Q3	$232K	Sell	5,190 -300	-5%	-$13.1K	0.27%	65
2025 Q2	$232K	Buy	+5,490	New	+$229K	0.33%	62

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

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

Tripletail Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q1 2026, selling an estimated $96K and leaving 3,400 shares worth $201K. The position accounts for 0.27% of the portfolio, ranked #72.

Tripletail Wealth Management first reported a position in XLE in Q2 2025 and has held it in 4 quarters since. The position peaked at $232K in Q4 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Tripletail Wealth Management held 3,400 shares of State Street Energy Select Sector SPDR ETF worth $201K as of Q1 2026.
Tripletail Wealth Management sold 1,790 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $96K.
State Street Energy Select Sector SPDR ETF made up 0.27% of Tripletail Wealth Management's portfolio in Q1 2026, its #72 holding.
Tripletail Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Tripletail Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $232K in Q4 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.