Wealth Alliance
XLE icon

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

Wealth Alliance’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
Q3 		$347K Buy
5,640
+19
+0.3% +$1.15K 0.03% 402
2026
Q2 		$299K Sell
5,621
-665
-11% -$38K 0.03% 454
2026
Q1 		$385K Buy
6,286
+405
+7% +$21.7K 0.04% 358
2025
Q4 		$263K Sell
5,881
-1,569
-21% -$69.9K 0.03% 464
2025
Q3 		$333K Buy
7,450
+142
+2% +$6.22K 0.03% 391
2025
Q2 		$310K Buy
7,308
+34
+0.5% +$1.42K 0.03% 398
2025
Q1 		$340K Sell
7,274
-3,390
-32% -$153K 0.04% 364
2024
Q4 		$457K Buy
10,664
+798
+8% +$36.3K 0.05% 276
2024
Q3 		$433K Buy
9,866
+62
+0.6% +$2.77K 0.05% 301
2024
Q2 		$447K Buy
9,804
+704
+8% +$32.8K 0.06% 269
2024
Q1 		$430K Buy
9,100
+2,954
+48% +$127K 0.06% 306
2023
Q4 		$258K Buy
6,146
+14
+0.2% +$599 0.04% 426
2023
Q3 		$277K Buy
6,132
+956
+18% +$41.8K 0.04% 372
2023
Q2 		$210K Sell
5,176
-12
-0.2% -$489 0.03% 467
2023
Q1 		$215K Buy
5,188
+478
+10% +$20.4K 0.03% 462
2022
Q4 		$206K Buy
+4,710
New +$205K 0.04% 460

Other funds holding XLE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Saudi Central Bank
Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Wealth Alliance's XLE Position: Q3 2026 in Review

Wealth Alliance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.34% in Q3 2026, buying an estimated $1.15K and bringing the position to 5,640 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #402.

Wealth Alliance first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. The position peaked at $457K in Q4 2024. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Wealth Alliance held 5,640 shares of State Street Energy Select Sector SPDR ETF worth $347K as of Q3 2026.
  • Wealth Alliance bought 19 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.15K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #402 holding.
  • Wealth Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Wealth Alliance's State Street Energy Select Sector SPDR ETF position peaked at $457K in Q4 2024.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.