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

Wealth Advisors of Iowa’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	$1.55M	Sell	25,343 -12,501	-33%	-$671K	0.48%	34
2025 Q4	$1.69M	Sell	37,844 -72	-0.2%	-$3.21K	0.56%	29
2025 Q3	$1.69M	Hold	37,916	–	–	0.58%	29
2025 Q2	$1.61M	Sell	37,916 -2,800	-7%	-$117K	0.6%	27
2025 Q1	$1.9M	Buy	40,716 +1,134	+3%	+$51.1K	0.82%	22
2024 Q4	$1.7M	Sell	39,582 -680	-2%	-$30.9K	0.85%	19
2024 Q3	$1.77M	Sell	40,262 -491,232	-92%	-$22M	0.9%	16
2024 Q2	$20.9M	Buy	531,494 +314,690	+145%	+$14.7M	11.69%	4
2024 Q1	$10.2M	Buy	216,804 +10,590	+5%	+$455K	6.23%	6
2023 Q4	$8.64M	Buy	206,214 +3,678	+2%	+$157K	5.8%	6
2023 Q3	$9.15M	Buy	202,536 +152,876	+308%	+$6.69M	6.44%	6
2023 Q2	$2.02M	Buy	49,660 +1,182	+2%	+$48.1K	1.46%	8
2023 Q1	$2.01M	Sell	48,478 -900	-2%	-$38.5K	1.57%	10
2022 Q4	$2.16M	Sell	49,378 -1,026	-2%	-$44.7K	1.77%	7
2022 Q3	$1.81M	Sell	50,404 -153,898	-75%	-$5.82M	1.7%	8
2022 Q2	$7.56M	Buy	204,302 +100,780	+97%	+$4.04M	1.33%	10
2022 Q1	$3.96M	Buy	103,522 +27,376	+36%	+$948K	1.98%	11
2021 Q4	$2.11M	Sell	76,146 -29,368	-28%	-$830K	1.16%	12
2021 Q3	$2.75M	Sell	105,514 -262,046	-71%	-$6.49M	1.49%	10
2021 Q2	$9.9M	Buy	367,560 +14,056	+4%	+$366K	5.17%	8
2021 Q1	$8.67M	Buy	353,504 +89,262	+34%	+$2.06M	4.83%	9
2020 Q4	$5.01M	Buy	+264,242	New	+$4.55M	3.1%	9

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

Wealth Advisors of Iowa's XLE Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q1 2026, selling an estimated $671K and leaving 25,343 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #34.

Wealth Advisors of Iowa first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.9M in Q2 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wealth Advisors of Iowa held 25,343 shares of State Street Energy Select Sector SPDR ETF worth $1.55M as of Q1 2026.
Wealth Advisors of Iowa sold 12,501 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $671K.
State Street Energy Select Sector SPDR ETF made up 0.48% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #34 holding.
Wealth Advisors of Iowa first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Wealth Advisors of Iowa's State Street Energy Select Sector SPDR ETF position peaked at $20.9M in Q2 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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