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 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

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 Alliance's XLE Position: Q1 2026 in Review

Wealth Alliance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.9% in Q1 2026, buying an estimated $21.7K and bringing the position to 6,286 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #358.

Wealth Alliance first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $457K in Q4 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wealth Alliance held 6,286 shares of State Street Energy Select Sector SPDR ETF worth $385K as of Q1 2026.
Wealth Alliance bought 405 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $21.7K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #358 holding.
Wealth Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Alliance's State Street Energy Select Sector SPDR ETF position peaked at $457K in Q4 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.