WFA of San Diego’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WFA of San Diego’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	$165K	Sell	2,700 -800	-23%	-$42.9K	0.13%	96
2025 Q4	$156K	Hold	3,500	–	–	0.11%	107
2025 Q3	$156K	Hold	3,500	–	–	0.11%	111
2025 Q2	$148K	Buy	+3,500	New	+$146K	0.11%	110
2024 Q3	$81.2K	Hold	1,850	–	–	0.07%	142
2024 Q2	$84.3K	Buy	+1,850	New	+$86.2K	0.08%	133
2023 Q3	$83.6K	Hold	1,850	–	–	0.09%	129
2023 Q2	$75.1K	Buy	+1,850	New	+$75.4K	0.07%	137
2023 Q1	–	Sell	-4,020	Closed	-$176K	–	441
2022 Q4	$176K	Buy	+4,020	New	+$175K	0.13%	94
2022 Q3	–	Sell	-2,574	Closed	-$92K	–	405
2022 Q2	$92K	Buy	+2,574	New	+$103K	0.08%	120
2022 Q1	–	Sell	-4,040	Closed	-$112K	–	167
2021 Q4	$112K	Buy	+4,040	New	+$114K	0.07%	159
2020 Q3	–	Sell	-55,618	Closed	-$1.67M	–	249
2020 Q2	$1.67M	Buy	+55,618	New	+$1.03M	0.39%	59

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

WFA of San Diego's XLE Position: Q1 2026 in Review

WFA of San Diego reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q1 2026, selling an estimated $42.9K and leaving 2,700 shares worth $165K. The position accounts for 0.13% of the portfolio, ranked #96.

WFA of San Diego first reported a position in XLE in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2020. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

WFA of San Diego held 2,700 shares of State Street Energy Select Sector SPDR ETF worth $165K as of Q1 2026.
WFA of San Diego sold 800 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $42.9K.
State Street Energy Select Sector SPDR ETF made up 0.13% of WFA of San Diego's portfolio in Q1 2026, its #96 holding.
WFA of San Diego first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 12 quarters since.
WFA of San Diego's State Street Energy Select Sector SPDR ETF position peaked at $1.67M in Q2 2020.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.