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

TruWealth 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	$295K	Sell	4,817 -25	-0.5%	-$1.34K	0.01%	146
2025 Q4	$216K	Sell	4,842 -84	-2%	-$3.74K	0.01%	173
2025 Q3	$220K	Sell	4,926 -344	-7%	-$15.1K	0.01%	175
2025 Q2	$223K	Sell	5,270 -142	-3%	-$5.91K	0.01%	163
2025 Q1	$253K	Buy	5,412 +14	+0.3%	+$631	0.02%	139
2024 Q4	$231K	Sell	5,398 -404	-7%	-$18.4K	0.01%	149
2024 Q3	$255K	Hold	5,802	–	–	0.02%	143
2024 Q2	$264K	Sell	5,802 -452	-7%	-$21.1K	0.02%	139
2024 Q1	$295K	Sell	6,254 -500	-7%	-$21.5K	0.02%	127
2023 Q4	$283K	Sell	6,754 -31,868	-83%	-$1.36M	0.02%	119
2023 Q3	$1.75M	Sell	38,622 -86,978	-69%	-$3.81M	0.15%	63
2023 Q2	$5.1M	Sell	125,600 -57,280	-31%	-$2.33M	0.44%	49
2023 Q1	$7.57M	Buy	182,880 +7,712	+4%	+$330K	0.69%	40
2022 Q4	$7.66M	Buy	175,168 +2,442	+1%	+$106K	0.75%	40
2022 Q3	$6.22M	Buy	172,726 +8,058	+5%	+$305K	0.66%	39
2022 Q2	$5.89M	Buy	164,668 +91,770	+126%	+$3.68M	0.63%	36
2022 Q1	$2.79M	Buy	+72,898	New	+$2.52M	0.29%	50

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

TruWealth Advisors's XLE Position: Q1 2026 in Review

TruWealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.52% in Q1 2026, selling an estimated $1.34K and leaving 4,817 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #146.

TruWealth Advisors first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.66M in Q4 2022. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

TruWealth Advisors held 4,817 shares of State Street Energy Select Sector SPDR ETF worth $295K as of Q1 2026.
TruWealth Advisors sold 25 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.34K.
State Street Energy Select Sector SPDR ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #146 holding.
TruWealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
TruWealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.66M in Q4 2022.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.