Western Pacific Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Western Pacific Wealth 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	$380K	Hold	6,200	–	–	0.39%	37
2025 Q4	$277K	Hold	6,200	–	–	0.27%	46
2025 Q3	$277K	Hold	6,200	–	–	0.27%	48
2025 Q2	$263K	Hold	6,200	–	–	0.25%	47
2025 Q1	$290K	Hold	6,200	–	–	0.26%	49
2024 Q4	$266K	Hold	6,200	–	–	0.21%	50
2024 Q3	$272K	Buy	6,200 +3,800	+158%	+$170K	0.18%	38
2024 Q2	$109K	Sell	2,400 -16	-0.7%	-$745	0.08%	86
2024 Q1	$114K	Sell	2,416 -600	-20%	-$25.8K	0.08%	91
2023 Q4	$126K	Hold	3,016	–	–	0.09%	71
2023 Q3	$136K	Hold	3,016	–	–	0.11%	63
2023 Q2	$122K	Hold	3,016	–	–	0.09%	67
2023 Q1	$125K	Hold	3,016	–	–	0.1%	66
2022 Q4	$132K	Buy	3,016 +16	+0.5%	+$696	0.11%	56
2022 Q3	$108K	Hold	3,000	–	–	0.11%	48
2022 Q2	$107K	Hold	3,000	–	–	0.1%	45
2022 Q1	$114K	Hold	3,000	–	–	0.08%	51
2021 Q4	$83K	Buy	+3,000	New	+$84.8K	0.05%	77

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

Western Pacific Wealth Management's XLE Position: Q1 2026 in Review

Western Pacific Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 6,200 shares worth $380K. The position accounts for 0.39% of the portfolio, ranked #37.

Western Pacific Wealth Management first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Western Pacific Wealth Management held 6,200 shares of State Street Energy Select Sector SPDR ETF worth $380K as of Q1 2026.
Western Pacific Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.39% of Western Pacific Wealth Management's portfolio in Q1 2026, its #37 holding.
Western Pacific Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.