WealthShield Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.4K | Buy |
954
+107
| +13% | +$5.74K | 0.01% | 437 |
|
|
2025
Q4 | $37.9K | Sell |
847
-75
| -8% | -$3.34K | ﹤0.01% | 450 |
|
|
2025
Q3 | $41.2K | Buy |
922
+4
| +0.4% | +$175 | ﹤0.01% | 441 |
|
|
2025
Q2 | $38.9K | Sell |
918
-834
| -48% | -$34.7K | ﹤0.01% | 433 |
|
|
2025
Q1 | $81.8K | Buy |
1,752
+396
| +29% | +$17.9K | 0.01% | 388 |
|
|
2024
Q4 | $58K | Sell |
1,356
-840
| -38% | -$38.2K | 0.01% | 374 |
|
|
2024
Q3 | $96.4K | Buy |
2,196
+840
| +62% | +$37.5K | 0.01% | 350 |
|
|
2024
Q2 | $61.8K | Hold |
1,356
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $64K | Sell |
1,356
-796
| -37% | -$34.2K | 0.01% | 344 |
|
|
2023
Q4 | $90.2K | Sell |
2,152
-5,944
| -73% | -$254K | 0.01% | 327 |
|
|
2023
Q3 | $366K | Sell |
8,096
-2,800
| -26% | -$123K | 0.06% | 228 |
|
|
2023
Q2 | $442K | Sell |
10,896
-926
| -8% | -$37.7K | 0.07% | 214 |
|
|
2023
Q1 | $490K | Buy |
11,822
+350
| +3% | +$15K | 0.08% | 206 |
|
|
2022
Q4 | $502K | Buy |
11,472
+634
| +6% | +$27.6K | 0.1% | 194 |
|
|
2022
Q3 | $390K | Buy |
+10,838
| New | +$410K | 0.08% | 226 |
|
|
2022
Q2 | – | Sell |
-183,984
| Closed | -$7.03M | – | 336 |
|
|
2022
Q1 | $7.03M | Sell |
183,984
-29,106
| -14% | -$1.01M | 1.13% | 19 |
|
|
2021
Q4 | $5.91M | Buy |
+213,090
| New | +$6.02M | 0.98% | 27 |
|
|
2021
Q3 | – | Sell |
-187,332
| Closed | -$5.05M | – | 759 |
|
|
2021
Q2 | $5.05M | Buy |
187,332
+187,178
| +121,544% | +$4.87M | 0.79% | 37 |
|
|
2021
Q1 | $4K | Buy |
+154
| New | +$3.55K | ﹤0.01% | 1012 |
|
|
2020
Q4 | – | Sell |
-1,876
| Closed | -$28K | – | 425 |
|
|
2020
Q3 | $28K | Buy |
1,876
+1,026
| +121% | +$18.2K | 0.01% | 324 |
|
|
2020
Q2 | $16K | Buy |
850
+754
| +785% | +$14K | 0.01% | 284 |
|
|
2020
Q1 | $1K | Buy |
96
+6
| +7% | +$142 | ﹤0.01% | 262 |
|
|
2019
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $3K | Buy |
+90
| New | +$2.72K | ﹤0.01% | 253 |
|
|
2019
Q2 | – | Sell |
-328
| Closed | -$11K | – | 280 |
|
|
2019
Q1 | $11K | Hold |
328
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $9K | Buy |
328
+238
| +264% | +$7.96K | 0.01% | 204 |
|
|
2018
Q3 | $3K | Sell |
90
-60
| -40% | -$2.25K | ﹤0.01% | 238 |
|
|
2018
Q2 | $6K | Sell |
150
-40
| -21% | -$1.49K | ﹤0.01% | 212 |
|
|
2018
Q1 | $6K | Sell |
190
-258
| -58% | -$9.13K | ﹤0.01% | 207 |
|
|
2017
Q4 | $16K | Buy |
+448
| New | +$15.4K | 0.01% | 185 |
|
Other funds holding XLE
VMPIC
MMH
WealthShield Partners's XLE Position: Q1 2026 in Review
WealthShield Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q1 2026, buying an estimated $5.74K and bringing the position to 954 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #437.
WealthShield Partners first reported a position in XLE in Q4 2017 and has held it in 30 quarters since. The position peaked at $7.03M in Q1 2022. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- WealthShield Partners held 954 shares of State Street Energy Select Sector SPDR ETF worth $58.4K as of Q1 2026.
- WealthShield Partners bought 107 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.74K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #437 holding.
- WealthShield Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 30 quarters since.
- WealthShield Partners's State Street Energy Select Sector SPDR ETF position peaked at $7.03M in Q1 2022.
- 2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.