Wealthspire Advisors (New York)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealthspire Advisors (New York)’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	$3.1M	Buy	50,599 +2,674	+6%	+$143K	0.02%	220
2025 Q4	$2.14M	Sell	47,925 -3	-0%	-$134	0.02%	282
2025 Q3	$2.14M	Sell	47,928 -2,262	-5%	-$99K	0.01%	266
2025 Q2	$2.13M	Sell	50,190 -11,550	-19%	-$481K	0.01%	271
2025 Q1	$2.88M	Sell	61,740 -39,070	-39%	-$1.76M	0.02%	219
2024 Q4	$4.32M	Sell	100,810 -22,194	-18%	-$1.01M	0.04%	151
2024 Q3	$5.4M	Sell	123,004 -1,604	-1%	-$71.7K	0.05%	146
2024 Q2	$5.68M	Buy	124,608 +576	+0.5%	+$26.8K	0.07%	108
2024 Q1	$5.85M	Sell	124,032 -38,218	-24%	-$1.64M	0.08%	107
2023 Q4	$6.8M	Buy	162,250 +43,224	+36%	+$1.85M	0.1%	96
2023 Q3	$5.38M	Sell	119,026 -39,202	-25%	-$1.72M	0.09%	102
2023 Q2	$6.42M	Sell	158,228 -43,348	-22%	-$1.77M	0.11%	86
2023 Q1	$8.35M	Buy	201,576 +580	+0.3%	+$24.8K	0.14%	76
2022 Q4	$8.79M	Buy	200,996 +14,086	+8%	+$613K	0.16%	75
2022 Q3	$6.73M	Sell	186,910 -18,318	-9%	-$693K	0.14%	80
2022 Q2	$7.34M	Buy	205,228 +41,388	+25%	+$1.66M	0.15%	71
2022 Q1	$6.26M	Buy	163,840 +13,256	+9%	+$459K	0.14%	65
2021 Q4	$4.18M	Sell	150,584 -1,058	-0.7%	-$29.9K	0.09%	89
2021 Q3	$3.95M	Sell	151,642 -80,014	-35%	-$1.98M	0.08%	105
2021 Q2	$6.24M	Buy	231,656 +7,198	+3%	+$187K	0.16%	60
2021 Q1	$5.51M	Buy	224,458 +3,756	+2%	+$86.6K	0.13%	83
2020 Q4	$4.18M	Buy	220,702 +17,018	+8%	+$293K	0.12%	81
2020 Q3	$3.05M	Sell	203,684 -130	-0.1%	-$2.31K	0.18%	62
2020 Q2	$3.86M	Buy	203,814 +14,244	+8%	+$265K	0.27%	44
2020 Q1	$2.75M	Buy	+189,570	New	+$4.5M	0.12%	101
2019 Q1	–	Sell	-392	Closed	-$11K	–	812
2018 Q4	$11K	Buy	+392	New	+$13.1K	﹤0.01%	486

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

Wealthspire Advisors (New York)'s XLE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.6% in Q1 2026, buying an estimated $143K and bringing the position to 50,599 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #220.

Wealthspire Advisors (New York) first reported a position in XLE in Q4 2018 and has held it in 26 quarters since. The position peaked at $8.79M in Q4 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wealthspire Advisors (New York) held 50,599 shares of State Street Energy Select Sector SPDR ETF worth $3.1M as of Q1 2026.
Wealthspire Advisors (New York) bought 2,674 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $143K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #220 holding.
Wealthspire Advisors (New York) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s State Street Energy Select Sector SPDR ETF position peaked at $8.79M in Q4 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.