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

VCI 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	$262K	Sell	4,276 -2,025	-32%	-$109K	0.07%	116
2025 Q4	$282K	Buy	+6,301	New	+$281K	0.08%	101
2025 Q1	–	Sell	-10,308	Closed	-$441K	–	110
2024 Q4	$441K	Buy	10,308 +2,208	+27%	+$100K	0.19%	79
2024 Q3	$356K	Sell	8,100 -9,044	-53%	-$404K	0.16%	88
2024 Q2	$781K	Buy	+17,144	New	+$799K	0.39%	64

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

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

VCI Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q1 2026, selling an estimated $109K and leaving 4,276 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #116.

VCI Wealth Management first reported a position in XLE in Q2 2024 and has held it in 5 quarters since. The position peaked at $781K in Q2 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

VCI Wealth Management held 4,276 shares of State Street Energy Select Sector SPDR ETF worth $262K as of Q1 2026.
VCI Wealth Management sold 2,025 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Energy Select Sector SPDR ETF made up 0.07% of VCI Wealth Management's portfolio in Q1 2026, its #116 holding.
VCI Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
VCI Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $781K in Q2 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.