WealthCare Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthCare Investment Partners’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	$6.05M	Sell	99,833 -896	-0.9%	-$48.1K	1.68%	14
2025 Q4	$4.6M	Sell	100,729 -4,977	-5%	-$222K	1.34%	20
2025 Q3	$4.72M	Sell	105,706 -6,328	-6%	-$277K	1.53%	16
2025 Q2	$4.88M	Sell	112,034 -1,920	-2%	-$80K	1.75%	14
2025 Q1	$4.52M	Sell	113,954 -2,674	-2%	-$121K	1.92%	12
2024 Q4	$5.05M	Sell	116,628 -4,482	-4%	-$204K	2.2%	11
2024 Q3	$5.66M	Sell	121,110 -816	-0.7%	-$36.5K	2.48%	7
2024 Q2	$5.56M	Buy	121,926 +1,348	+1%	+$62.8K	2.58%	6
2024 Q1	$5.69M	Sell	120,578 -5,082	-4%	-$218K	2.75%	6
2023 Q4	$5.26M	Sell	125,660 -2,750	-2%	-$118K	2.87%	6
2023 Q3	$5.69M	Sell	128,410 -11,206	-8%	-$490K	3.46%	6
2023 Q2	$5.65M	Sell	139,616 -35,906	-20%	-$1.46M	3.39%	6
2023 Q1	$7.27M	Sell	175,522 -2,756	-2%	-$118K	4.4%	4
2022 Q4	$7.8M	Buy	178,278 +8,580	+5%	+$373K	5.31%	4
2022 Q3	$6.11M	Buy	169,698 +6,738	+4%	+$255K	5.06%	3
2022 Q2	$5.83M	Buy	162,960 +9,736	+6%	+$391K	4.99%	3
2022 Q1	$6.1M	Buy	153,224 +22,034	+17%	+$763K	5.42%	3
2021 Q4	$3.64M	Buy	+131,190	New	+$3.71M	3.52%	3

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

WealthCare Investment Partners's XLE Position: Q1 2026 in Review

WealthCare Investment Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.89% in Q1 2026, selling an estimated $48.1K and leaving 99,833 shares worth $6.05M. The position accounts for 1.68% of the portfolio, ranked #14.

WealthCare Investment Partners first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.8M in Q4 2022. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

WealthCare Investment Partners held 99,833 shares of State Street Energy Select Sector SPDR ETF worth $6.05M as of Q1 2026.
WealthCare Investment Partners sold 896 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $48.1K.
State Street Energy Select Sector SPDR ETF made up 1.68% of WealthCare Investment Partners's portfolio in Q1 2026, its #14 holding.
WealthCare Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $7.8M in Q4 2022.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.