Wealth Advisory Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealth Advisory Solutions’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	$2.58M	Sell	42,103 -172	-0.4%	-$9.23K	0.57%	44
2025 Q4	$1.89M	Buy	42,275 +1,409	+3%	+$62.7K	0.44%	47
2025 Q3	$1.83M	Buy	40,866 +750	+2%	+$32.8K	0.44%	49
2025 Q2	$1.7M	Buy	40,116 +850	+2%	+$35.4K	0.43%	54
2025 Q1	$1.83M	Buy	39,266 +2,692	+7%	+$121K	0.49%	53
2024 Q4	$1.57M	Buy	36,574 +50	+0.1%	+$2.27K	0.44%	51
2024 Q3	$1.6M	Sell	36,524 -614	-2%	-$27.4K	0.44%	49
2024 Q2	$1.69M	Sell	37,138 -80	-0.2%	-$3.73K	0.46%	50
2024 Q1	$1.76M	Buy	37,218 +6,450	+21%	+$277K	0.46%	48
2023 Q4	$1.29M	Sell	30,768 -30,894	-50%	-$1.32M	0.45%	41
2023 Q3	$2.69M	Buy	61,662 +19,866	+48%	+$869K	0.53%	42
2023 Q2	$1.7M	Buy	41,796 +388	+0.9%	+$15.8K	0.45%	53
2023 Q1	$1.71M	Sell	41,408 -30,224	-42%	-$1.29M	0.46%	57
2022 Q4	$3.13M	Buy	71,632 +162	+0.2%	+$7.05K	0.84%	37
2022 Q3	$2.57M	Buy	71,470 +9,908	+16%	+$375K	0.71%	44
2022 Q2	$2.2M	Buy	61,562 +1,124	+2%	+$45.1K	0.54%	56
2022 Q1	$2.31M	Buy	+60,438	New	+$2.09M	0.48%	58
2021 Q3	$2M	Buy	+76,778	New	+$1.9M	0.44%	58

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 Advisory Solutions's XLE Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.41% in Q1 2026, selling an estimated $9.23K and leaving 42,103 shares worth $2.58M. The position accounts for 0.57% of the portfolio, ranked #44.

Wealth Advisory Solutions first reported a position in XLE in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.13M in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wealth Advisory Solutions held 42,103 shares of State Street Energy Select Sector SPDR ETF worth $2.58M as of Q1 2026.
Wealth Advisory Solutions sold 172 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $9.23K.
State Street Energy Select Sector SPDR ETF made up 0.57% of Wealth Advisory Solutions's portfolio in Q1 2026, its #44 holding.
Wealth Advisory Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
Wealth Advisory Solutions's State Street Energy Select Sector SPDR ETF position peaked at $3.13M in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.