WealthBridge Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthBridge Capital Management’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	$319K	Sell	5,200 -124	-2%	-$6.65K	0.07%	171
2025 Q4	$238K	Sell	5,324 -864	-14%	-$38.5K	0.05%	189
2025 Q3	$276K	Sell	6,188 -2,026	-25%	-$88.7K	0.06%	177
2025 Q2	$348K	Sell	8,214 -7,338	-47%	-$306K	0.09%	153
2025 Q1	$727K	Sell	15,552 -1,590	-9%	-$71.7K	0.21%	86
2024 Q4	$734K	Buy	17,142 +1,228	+8%	+$55.8K	0.2%	83
2024 Q3	$699K	Buy	15,914 +140	+0.9%	+$6.26K	0.2%	90
2024 Q2	$719K	Buy	15,774 +2,420	+18%	+$113K	0.24%	78
2024 Q1	$630K	Buy	13,354 +174	+1%	+$7.47K	0.21%	85
2023 Q4	$553K	Sell	13,180 -2,720	-17%	-$116K	0.21%	84
2023 Q3	$719K	Buy	15,900 +1,694	+12%	+$74.1K	0.3%	66
2023 Q2	$577K	Sell	14,206 -308	-2%	-$12.5K	0.23%	83
2023 Q1	$601K	Buy	14,514 +2,028	+16%	+$86.7K	0.24%	82
2022 Q4	$546K	Buy	12,486 +1,514	+14%	+$65.9K	0.23%	87
2022 Q3	$392K	Hold	10,972	–	–	0.17%	119
2022 Q2	$392K	Buy	10,972 +4,276	+64%	+$172K	0.17%	119
2022 Q1	$256K	Sell	6,696 -520	-7%	-$18K	0.1%	150
2021 Q4	$200K	Sell	7,216 -2,842	-28%	-$80.3K	0.07%	163
2021 Q3	$262K	Sell	10,058 -7,336	-42%	-$182K	0.1%	138
2021 Q2	$469K	Buy	17,394 +5,478	+46%	+$142K	0.17%	100
2021 Q1	$292K	Buy	+11,916	New	+$275K	0.12%	123
2019 Q3	–	Sell	-8,974	Closed	-$257K	–	130
2019 Q2	$257K	Buy	8,974 +1,766	+25%	+$56.5K	0.23%	86
2019 Q1	$230K	Sell	7,208 -1,766	-20%	-$56.7K	0.15%	100
2018 Q4	$257K	Buy	+8,974	New	+$300K	0.2%	86

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

WealthBridge Capital Management's XLE Position: Q1 2026 in Review

WealthBridge Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q1 2026, selling an estimated $6.65K and leaving 5,200 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #171.

WealthBridge Capital Management first reported a position in XLE in Q4 2018 and has held it in 24 quarters since. The position peaked at $734K in Q4 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

WealthBridge Capital Management held 5,200 shares of State Street Energy Select Sector SPDR ETF worth $319K as of Q1 2026.
WealthBridge Capital Management sold 124 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $6.65K.
State Street Energy Select Sector SPDR ETF made up 0.07% of WealthBridge Capital Management's portfolio in Q1 2026, its #171 holding.
WealthBridge Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
WealthBridge Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $734K in Q4 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.