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

Western 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	$7.12M	Buy	116,172 +19,133	+20%	+$1.03M	0.27%	67
2025 Q4	$4.34M	Buy	97,039 +2,569	+3%	+$114K	0.2%	98
2025 Q3	$4.22M	Sell	94,470 -6,670	-7%	-$292K	0.22%	91
2025 Q2	$4.29M	Sell	101,140 -2,626	-3%	-$109K	0.25%	82
2025 Q1	$4.85M	Sell	103,766 -2,442	-2%	-$110K	0.32%	67
2024 Q4	$4.55M	Sell	106,208 -11,512	-10%	-$523K	0.3%	67
2024 Q3	$5.17M	Sell	117,720 -21,062	-15%	-$941K	0.29%	68
2024 Q2	$6.33M	Sell	138,782 -4,276	-3%	-$199K	0.47%	43
2024 Q1	$6.75M	Buy	143,058 +28,716	+25%	+$1.23M	0.52%	36
2023 Q4	$4.79M	Buy	114,342 +27,690	+32%	+$1.18M	0.35%	58
2023 Q3	$3.92M	Buy	86,652 +786	+0.9%	+$34.4K	0.33%	63
2023 Q2	$3.48M	Sell	85,866 -22,620	-21%	-$921K	0.3%	71
2023 Q1	$4.49M	Sell	108,486 -10,574	-9%	-$452K	0.42%	49
2022 Q4	$5.21M	Sell	119,060 -86,096	-42%	-$3.75M	0.53%	38
2022 Q3	$7.39M	Sell	205,156 -72,632	-26%	-$2.75M	0.42%	46
2022 Q2	$9.93M	Buy	277,788 +73,584	+36%	+$2.95M	0.57%	31
2022 Q1	$7.8M	Buy	204,204 +60,608	+42%	+$2.1M	0.38%	51
2021 Q4	$4M	Buy	+143,596	New	+$4.06M	0.39%	50
2021 Q2	$3.77M	Buy	140,008 +17,076	+14%	+$444K	0.39%	52
2021 Q1	$3.02M	Sell	122,932 -2,418	-2%	-$55.8K	0.41%	52
2020 Q4	$2.38M	Buy	125,350 +1,810	+1%	+$31.2K	0.35%	66
2020 Q3	$1.85M	Buy	123,540 +216	+0.2%	+$3.83K	0.3%	79
2020 Q2	$2.33M	Buy	123,324 +59,220	+92%	+$1.1M	0.42%	45
2020 Q1	$934K	Sell	64,104 -206,380	-76%	-$4.9M	0.21%	110
2019 Q4	$8.03M	Buy	270,484 +228,272	+541%	+$6.77M	1.22%	22
2019 Q3	$1.2M	Sell	42,212 -455,818	-92%	-$13.8M	0.25%	100
2019 Q2	$16M	Buy	498,030 +448,240	+900%	+$14.4M	2.1%	9
2019 Q1	$1.65M	Sell	49,790 -6,140	-11%	-$197K	0.37%	66
2018 Q4	$1.61M	Buy	+55,930	New	+$1.87M	0.43%	47

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 Wealth Management's XLE Position: Q1 2026 in Review

Western Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q1 2026, buying an estimated $1.03M and bringing the position to 116,172 shares worth $7.12M. The position accounts for 0.27% of the portfolio, ranked #67.

Western Wealth Management first reported a position in XLE in Q4 2018 and has held it in 29 quarters since. The position peaked at $16M in Q2 2019. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Western Wealth Management held 116,172 shares of State Street Energy Select Sector SPDR ETF worth $7.12M as of Q1 2026.
Western Wealth Management bought 19,133 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.03M.
State Street Energy Select Sector SPDR ETF made up 0.27% of Western Wealth Management's portfolio in Q1 2026, its #67 holding.
Western Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $16M in Q2 2019.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.