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

VestGen 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	$4.91M	Buy	85,273 +23,783	+39%	+$1.28M	0.13%	139
2025 Q4	$2.75M	Buy	61,490 +22,712	+59%	+$1.01M	0.12%	180
2025 Q3	$1.73M	Buy	38,778 +15,122	+64%	+$662K	0.06%	270
2025 Q2	$1M	Sell	23,656 -4,746	-17%	-$198K	0.04%	326
2025 Q1	$1.33M	Buy	+28,402	New	+$1.28M	0.06%	267

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

VestGen Advisors's XLE Position: Q1 2026 in Review

VestGen Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q1 2026, buying an estimated $1.28M and bringing the position to 85,273 shares worth $4.91M. The position accounts for 0.13% of the portfolio, ranked #139.

VestGen Advisors first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

VestGen Advisors held 85,273 shares of State Street Energy Select Sector SPDR ETF worth $4.91M as of Q1 2026.
VestGen Advisors bought 23,783 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.28M.
State Street Energy Select Sector SPDR ETF made up 0.13% of VestGen Advisors's portfolio in Q1 2026, its #139 holding.
VestGen Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.