Variant Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Variant Private Wealth’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	$3.26M	Buy	53,265 +325	+0.6%	+$17.4K	3.95%	12
2025 Q4	$2.37M	Sell	52,940 -4,832	-8%	-$215K	2.46%	15
2025 Q3	$2.58M	Sell	57,772 -428	-0.7%	-$18.7K	2.38%	16
2025 Q2	$2.47M	Buy	58,200 +38	+0.1%	+$1.58K	2.56%	16
2025 Q1	$2.72M	Sell	58,162 -38,024	-40%	-$1.71M	2.92%	14
2024 Q4	$4.12M	Buy	+96,186	New	+$4.37M	3.93%	11

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

Variant Private Wealth's XLE Position: Q1 2026 in Review

Variant Private Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.61% in Q1 2026, buying an estimated $17.4K and bringing the position to 53,265 shares worth $3.26M. The position accounts for 3.95% of the portfolio, ranked #12.

Variant Private Wealth first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.12M in Q4 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Variant Private Wealth held 53,265 shares of State Street Energy Select Sector SPDR ETF worth $3.26M as of Q1 2026.
Variant Private Wealth bought 325 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $17.4K.
State Street Energy Select Sector SPDR ETF made up 3.95% of Variant Private Wealth's portfolio in Q1 2026, its #12 holding.
Variant Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Variant Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $4.12M in Q4 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Variant Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.