Waypoint Wealth Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-7,025	Closed	-$314K	–	300
2025 Q4	$314K	Sell	7,025 -2,541	-27%	-$113K	0.12%	178
2025 Q3	$427K	Hold	9,566	–	–	0.17%	114
2025 Q2	$406K	Buy	9,566 +22	+0.2%	+$916	0.2%	76
2025 Q1	$446K	Sell	9,544 -9,480	-50%	-$427K	0.28%	60
2024 Q4	$815K	Hold	19,024	–	–	0.53%	37
2024 Q3	$835K	Sell	19,024 -430	-2%	-$19.2K	0.56%	37
2024 Q2	$887K	Buy	19,454 +60	+0.3%	+$2.79K	0.68%	34
2024 Q1	$915K	Hold	19,394	–	–	0.71%	34
2023 Q4	$813K	Hold	19,394	–	–	0.69%	33
2023 Q3	$877K	Sell	19,394 -254	-1%	-$11.1K	0.83%	28
2023 Q2	$797K	Hold	19,648	–	–	0.71%	31
2023 Q1	$814K	Hold	19,648	–	–	0.63%	36
2022 Q4	$859K	Buy	+19,648	New	+$855K	0.69%	37

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

Waypoint Wealth Counsel's XLE Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 7,025 shares — an estimated $314K sold.

Waypoint Wealth Counsel first reported a position in XLE in Q4 2022 and held it in 13 quarters. The position peaked at $915K in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Waypoint Wealth Counsel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 7,025 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
Waypoint Wealth Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
Waypoint Wealth Counsel's State Street Energy Select Sector SPDR ETF position peaked at $915K in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.