1 North Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

1 North Wealth Services’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 Q2	$2.5K	Buy	+47	New	+$2.69K	﹤0.01%	273
2019 Q4	$6K	Hold	206	–	–	﹤0.01%	248
2019 Q3	$6K	Buy	+206	New	+$6.23K	﹤0.01%	205
2019 Q1	$7K	Hold	206	–	–	﹤0.01%	179
2018 Q4	$6K	Buy	+206	New	+$6.89K	0.01%	184

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

1 North Wealth Services's XLE Position: Q2 2026 in Review

1 North Wealth Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 47 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in XLE as recently as Q4 2019.

1 North Wealth Services first reported a position in XLE in Q4 2018 and has held it in 5 quarters since. The position peaked at $7K in Q1 2019. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

1 North Wealth Services held 47 shares of State Street Energy Select Sector SPDR ETF worth $2.5K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new 1 North Wealth Services position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #273 holding.
1 North Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 5 quarters since.
1 North Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $7K in Q1 2019.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.