Victory Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Victory Financial 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	$1.46M	Buy	23,818 +2,835	+14%	+$152K	0.18%	88
2025 Q4	$938K	Buy	20,983 +7,013	+50%	+$312K	0.12%	120
2025 Q3	$624K	Sell	13,970 -114	-0.8%	-$4.99K	0.09%	124
2025 Q2	$597K	Sell	14,084 -1,134	-7%	-$47.2K	0.09%	108
2025 Q1	$711K	Buy	15,218 +2,916	+24%	+$131K	0.14%	82
2024 Q4	$527K	Buy	+12,302	New	+$559K	0.14%	78
2024 Q2	$217K	Buy	4,758 +82	+2%	+$3.82K	0.1%	73
2024 Q1	$221K	Buy	+4,676	New	+$201K	0.13%	52

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

Victory Financial Group's XLE Position: Q1 2026 in Review

Victory Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q1 2026, buying an estimated $152K and bringing the position to 23,818 shares worth $1.46M. The position accounts for 0.18% of the portfolio, ranked #88.

Victory Financial Group first reported a position in XLE in Q1 2024 and has held it in 8 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Victory Financial Group held 23,818 shares of State Street Energy Select Sector SPDR ETF worth $1.46M as of Q1 2026.
Victory Financial Group bought 2,835 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $152K.
State Street Energy Select Sector SPDR ETF made up 0.18% of Victory Financial Group's portfolio in Q1 2026, its #88 holding.
Victory Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.