UAG
XLE icon

United Advisor Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

United Advisor Group’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 		$391K Sell
6,384
-368
-5% -$19.7K 0.05% 335
2025
Q4 		$302K Buy
+6,752
New +$301K 0.04% 373

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

United Advisor Group's XLE Position: Q1 2026 in Review

United Advisor Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q1 2026, selling an estimated $19.7K and leaving 6,384 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #335.

United Advisor Group first reported a position in XLE in Q4 2025 and has held it in 2 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • United Advisor Group held 6,384 shares of State Street Energy Select Sector SPDR ETF worth $391K as of Q1 2026.
  • United Advisor Group sold 368 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $19.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #335 holding.
  • United Advisor Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.