Windsor Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Windsor Advisory Group’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	$604K	Sell	9,860 -323	-3%	-$17.3K	0.5%	29
2025 Q4	$455K	Sell	10,183 -5,769	-36%	-$257K	0.41%	37
2025 Q3	$713K	Buy	15,952 +230	+1%	+$10.1K	0.63%	31
2025 Q2	$667K	Hold	15,722	–	–	0.95%	21
2025 Q1	$735K	Hold	15,722	–	–	0.95%	19
2024 Q4	$673K	Sell	15,722 -1,548	-9%	-$70.3K	0.78%	29
2024 Q3	$758K	Sell	17,270 -3,932	-19%	-$176K	0.86%	26
2024 Q2	$966K	Sell	21,202 -10,446	-33%	-$487K	1.94%	13
2024 Q1	$1.49M	Sell	31,648 -12,442	-28%	-$534K	4.21%	7
2023 Q4	$1.85M	Buy	44,090 +10,934	+33%	+$468K	5.5%	6
2023 Q3	$1.5M	Sell	33,156 -10,506	-24%	-$460K	3.56%	9
2023 Q2	$1.77M	Sell	43,662 -9,718	-18%	-$396K	4.38%	7
2023 Q1	$2.21M	Buy	53,380 +10,278	+24%	+$439K	5.29%	6
2022 Q4	$1.89M	Buy	+43,102	New	+$1.88M	5%	6

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

Windsor Advisory Group's XLE Position: Q1 2026 in Review

Windsor Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.2% in Q1 2026, selling an estimated $17.3K and leaving 9,860 shares worth $604K. The position accounts for 0.5% of the portfolio, ranked #29.

Windsor Advisory Group first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.21M in Q1 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Windsor Advisory Group held 9,860 shares of State Street Energy Select Sector SPDR ETF worth $604K as of Q1 2026.
Windsor Advisory Group sold 323 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $17.3K.
State Street Energy Select Sector SPDR ETF made up 0.5% of Windsor Advisory Group's portfolio in Q1 2026, its #29 holding.
Windsor Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $2.21M in Q1 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.