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

Visionary Wealth 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	$4.78M	Buy	77,978 +31,815	+69%	+$1.71M	0.21%	117
2025 Q4	$2.06M	Sell	46,163 -2,043	-4%	-$91K	0.09%	191
2025 Q3	$2.15M	Sell	48,206 -23,236	-33%	-$1.02M	0.1%	191
2025 Q2	$3.03M	Sell	71,442 -14,886	-17%	-$620K	0.15%	151
2025 Q1	$4.03M	Sell	86,328 -11,588	-12%	-$522K	0.24%	110
2024 Q4	$4.19M	Sell	97,916 -31,028	-24%	-$1.41M	0.25%	105
2024 Q3	$5.66M	Buy	128,944 +1,604	+1%	+$71.7K	0.34%	84
2024 Q2	$5.8M	Sell	127,340 -12,780	-9%	-$595K	0.38%	75
2024 Q1	$6.61M	Sell	140,120 -68,630	-33%	-$2.95M	0.45%	65
2023 Q4	$8.75M	Buy	208,750 +13,642	+7%	+$583K	0.64%	35
2023 Q3	$8.82M	Sell	195,108 -5,548	-3%	-$243K	0.71%	32
2023 Q2	$8.14M	Buy	200,656 +31,274	+18%	+$1.27M	0.65%	35
2023 Q1	$7.01M	Buy	169,382 +33,008	+24%	+$1.41M	0.59%	42
2022 Q4	$5.96M	Buy	136,374 +68,662	+101%	+$2.99M	0.55%	51
2022 Q3	$2.44M	Sell	67,712 -92,486	-58%	-$3.5M	0.25%	99
2022 Q2	$5.73M	Buy	160,198 +47,754	+42%	+$1.92M	0.51%	50
2022 Q1	$4.3M	Buy	112,444 +12,060	+12%	+$418K	0.35%	80
2021 Q4	$2.79M	Buy	100,384 +38,454	+62%	+$1.09M	0.23%	100
2021 Q3	$1.61M	Buy	61,930 +45,760	+283%	+$1.13M	0.17%	117
2021 Q2	$436K	Sell	16,170 -11,146	-41%	-$290K	0.04%	215
2021 Q1	$670K	Sell	27,316 -24,812	-48%	-$572K	0.07%	173
2020 Q4	$988K	Sell	52,128 -51,154	-50%	-$882K	0.11%	134
2020 Q3	$1.55M	Buy	103,282 +1,270	+1%	+$22.6K	0.22%	97
2020 Q2	$1.93M	Buy	+102,012	New	+$1.9M	0.29%	87

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

Visionary Wealth Advisors's XLE Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q1 2026, buying an estimated $1.71M and bringing the position to 77,978 shares worth $4.78M. The position accounts for 0.21% of the portfolio, ranked #117.

Visionary Wealth Advisors first reported a position in XLE in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.82M in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Visionary Wealth Advisors held 77,978 shares of State Street Energy Select Sector SPDR ETF worth $4.78M as of Q1 2026.
Visionary Wealth Advisors bought 31,815 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.71M.
State Street Energy Select Sector SPDR ETF made up 0.21% of Visionary Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Visionary Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Visionary Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8.82M in Q3 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.