Wilson & Boucher Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wilson & Boucher Capital 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	$1.55M	Buy	25,302 +100	+0.4%	+$5.36K	1.03%	26
2025 Q4	$1.13M	Sell	25,202 -200	-0.8%	-$8.91K	0.74%	39
2025 Q3	$1.13M	Sell	25,402 -398	-2%	-$17.4K	0.75%	37
2025 Q2	$1.09M	Sell	25,800 -400	-2%	-$16.7K	0.76%	35
2025 Q1	$1.22M	Buy	26,200 +2,060	+9%	+$92.9K	0.91%	32
2024 Q4	$1.03M	Sell	24,140 -398	-2%	-$18.1K	0.73%	39
2024 Q3	$1.08M	Sell	24,538 -400	-2%	-$17.9K	0.74%	39
2024 Q2	$1.14M	Buy	24,938 +438	+2%	+$20.4K	0.87%	34
2024 Q1	$1.16M	Sell	24,500 -300	-1%	-$12.9K	0.91%	32
2023 Q4	$1.04M	Buy	24,800 +402	+2%	+$17.2K	0.88%	32
2023 Q3	$1.1M	Hold	24,398	–	–	1.05%	27
2023 Q2	$990K	Sell	24,398 -560	-2%	-$22.8K	0.89%	33
2023 Q1	$1.03M	Buy	24,958 +3,862	+18%	+$165K	0.99%	32
2022 Q4	$923K	Buy	21,096 +538	+3%	+$23.4K	0.95%	36
2022 Q3	$740K	Buy	20,558 +622	+3%	+$23.5K	0.86%	41
2022 Q2	$713K	Buy	19,936 +310	+2%	+$12.4K	0.78%	43
2022 Q1	$750K	Buy	19,626 +4,108	+26%	+$142K	0.68%	49
2021 Q4	$431K	Buy	+15,518	New	+$438K	0.39%	72

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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Wilson & Boucher Capital Management's XLE Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.4% in Q1 2026, buying an estimated $5.36K and bringing the position to 25,302 shares worth $1.55M. The position accounts for 1.03% of the portfolio, ranked #26.

Wilson & Boucher Capital Management first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. 2,107 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wilson & Boucher Capital Management held 25,302 shares of State Street Energy Select Sector SPDR ETF worth $1.55M as of Q1 2026.
Wilson & Boucher Capital Management bought 100 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.36K.
State Street Energy Select Sector SPDR ETF made up 1.03% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #26 holding.
Wilson & Boucher Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,107 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.