Wood Tarver Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wood Tarver Financial 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	$1.1M	Buy	17,917 +17	+0.1%	+$912	0.3%	52
2025 Q4	$800K	Buy	17,900 +4	+0%	+$178	0.22%	66
2025 Q3	$799K	Sell	17,896 -992	-5%	-$43.4K	0.24%	64
2025 Q2	$800K	Sell	18,888 -200	-1%	-$8.33K	0.24%	60
2025 Q1	$892K	Sell	19,088 -700	-4%	-$31.6K	0.29%	53
2024 Q4	$847K	Buy	+19,788	New	+$899K	0.28%	55

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

Wood Tarver Financial Group's XLE Position: Q1 2026 in Review

Wood Tarver Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.09% in Q1 2026, buying an estimated $912 and bringing the position to 17,917 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #52.

Wood Tarver Financial Group first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Wood Tarver Financial Group held 17,917 shares of State Street Energy Select Sector SPDR ETF worth $1.1M as of Q1 2026.
Wood Tarver Financial Group bought 17 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $912.
State Street Energy Select Sector SPDR ETF made up 0.3% of Wood Tarver Financial Group's portfolio in Q1 2026, its #52 holding.
Wood Tarver Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.