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

WCG 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	$2.32M	Buy	37,852 +9,670	+34%	+$519K	0.06%	247
2025 Q4	$1.26M	Buy	+28,182	New	+$1.25M	0.04%	329
2024 Q4	–	Sell	-23,032	Closed	-$1.01M	–	326
2024 Q3	$1.01M	Buy	+23,032	New	+$1.03M	0.07%	220
2023 Q2	–	Sell	-95,768	Closed	-$3.97M	–	187
2023 Q1	$3.97M	Buy	95,768 +8,018	+9%	+$343K	0.51%	50
2022 Q4	$3.84M	Buy	87,750 +11,824	+16%	+$515K	0.53%	51
2022 Q3	$3.01M	Sell	75,926 -3,798	-5%	-$144K	0.4%	57
2022 Q2	$2.85M	Buy	+79,724	New	+$3.2M	0.4%	59

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

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

WCG Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q1 2026, buying an estimated $519K and bringing the position to 37,852 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #247.

WCG Wealth Advisors first reported a position in XLE in Q2 2022 and has held it in 7 quarters since. The position peaked at $3.97M in Q1 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

WCG Wealth Advisors held 37,852 shares of State Street Energy Select Sector SPDR ETF worth $2.32M as of Q1 2026.
WCG Wealth Advisors bought 9,670 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $519K.
State Street Energy Select Sector SPDR ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #247 holding.
WCG Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 7 quarters since.
WCG Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.97M in Q1 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.