Wellspring Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wellspring Financial Advisors’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	–	Sell	-182,043	Closed	-$237K	–	313
2025 Q4	$237K	Sell	182,043 -163,595	-47%	-$7.29M	0.02%	237
2025 Q3	$587K	Sell	345,638 -164,308	-32%	-$7.19M	0.05%	83
2025 Q2	$6.23M	Buy	509,946 +34,500	+7%	+$1.44M	0.63%	25
2025 Q1	$6.76M	Buy	475,446 +14,794	+3%	+$667K	0.75%	21
2024 Q4	$4.08M	Buy	460,652 +452,270	+5,396%	+$20.6M	0.43%	29
2024 Q3	$368K	Buy	8,382 +2,962	+55%	+$132K	0.04%	100
2024 Q2	$247K	Sell	5,420 -80	-1%	-$3.73K	0.03%	120
2024 Q1	$260K	Buy	5,500 +88	+2%	+$3.78K	0.04%	106
2023 Q4	$227K	Buy	5,412 +142	+3%	+$6.07K	0.06%	115
2023 Q3	$238K	Sell	5,270 -112	-2%	-$4.9K	0.07%	100
2023 Q2	$218K	Buy	5,382 +102	+2%	+$4.15K	0.06%	95
2023 Q1	$219K	Buy	5,280 +470	+10%	+$20.1K	0.06%	102
2022 Q4	$210K	Buy	+4,810	New	+$209K	0.07%	102
2022 Q2	–	Sell	-3,376	Closed	-$129K	–	143
2022 Q1	$129K	Buy	+3,376	New	+$117K	0.04%	120

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

Wellspring Financial Advisors's XLE Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 182,043 shares — an estimated $237K sold.

Wellspring Financial Advisors first reported a position in XLE in Q1 2022 and held it in 14 quarters. The position peaked at $6.76M in Q1 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wellspring Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 182,043 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $237K.
Wellspring Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 14 quarters.
Wellspring Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.76M in Q1 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.