W.H. Cornerstone Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

W.H. Cornerstone Investments’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	$1.17M	Sell	19,145 -224	-1%	-$12K	0.73%	33
2025 Q4	$866K	Buy	19,369 +1,411	+8%	+$62.8K	0.52%	42
2025 Q3	$802K	Buy	17,958 +198	+1%	+$8.67K	0.49%	52
2025 Q2	$753K	Buy	17,760 +1,134	+7%	+$47.2K	0.48%	56
2025 Q1	$777K	Buy	16,626 +84	+0.5%	+$3.79K	0.54%	53
2024 Q4	$708K	Sell	16,542 -92	-0.6%	-$4.18K	0.47%	48
2024 Q3	$730K	Sell	16,634 -4,754	-22%	-$213K	0.49%	49
2024 Q2	$975K	Sell	21,388 -2,742	-11%	-$128K	0.69%	35
2024 Q1	$1.14M	Sell	24,130 -106	-0.4%	-$4.55K	0.82%	30
2023 Q4	$1.02M	Buy	24,236 +16	+0.1%	+$684	0.81%	38
2023 Q3	$1.09M	Buy	24,220 +100	+0.4%	+$4.38K	0.96%	29
2023 Q2	$979K	Buy	24,120 +414	+2%	+$16.9K	0.88%	41
2023 Q1	$982K	Sell	23,706 -2,010	-8%	-$85.9K	0.89%	37
2022 Q4	$1.16M	Sell	25,716 -4,622	-15%	-$201K	1.1%	27
2022 Q3	$1.21M	Buy	+30,338	New	+$1.15M	1.27%	19

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

W.H. Cornerstone Investments's XLE Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q1 2026, selling an estimated $12K and leaving 19,145 shares worth $1.17M. The position accounts for 0.73% of the portfolio, ranked #33.

W.H. Cornerstone Investments first reported a position in XLE in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2022. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

W.H. Cornerstone Investments held 19,145 shares of State Street Energy Select Sector SPDR ETF worth $1.17M as of Q1 2026.
W.H. Cornerstone Investments sold 224 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $12K.
State Street Energy Select Sector SPDR ETF made up 0.73% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #33 holding.
W.H. Cornerstone Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's State Street Energy Select Sector SPDR ETF position peaked at $1.21M in Q3 2022.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.