WMG Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WMG Financial Advisors’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	–	Sell	-6,540	Closed	-$292K	–	118
2025 Q4	$292K	Sell	6,540 -56,266	-90%	-$2.51M	0.12%	83
2025 Q3	$2.81M	Buy	62,806 +30,548	+95%	+$1.34M	0.94%	19
2025 Q2	$1.37M	Buy	32,258 +25,100	+351%	+$1.05M	0.51%	39
2025 Q1	$334K	Sell	7,158 -13,650	-66%	-$615K	0.14%	101
2024 Q4	$891K	Buy	20,808 +12,522	+151%	+$569K	0.38%	45
2024 Q3	$364K	Buy	8,286 +716	+9%	+$32K	0.16%	89
2024 Q2	$345K	Buy	+7,570	New	+$353K	0.18%	83

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

WMG Financial Advisors's XLE Position: Q1 2026 in Review

WMG Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 6,540 shares — an estimated $292K sold.

WMG Financial Advisors first reported a position in XLE in Q2 2024 and held it in 7 quarters. The position peaked at $2.81M in Q3 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

WMG Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
WMG Financial Advisors sold 6,540 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $292K.
WMG Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 7 quarters.
WMG Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.81M in Q3 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.