1834 Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

1834 Investment 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 Q2	$363K	Hold	6,836	–	–	0.04%	189
2026 Q1	$419K	Sell	6,836 -400	-6%	-$21.5K	0.05%	167
2025 Q4	$324K	Sell	7,236 -1,484	-17%	-$66.1K	0.04%	186
2025 Q3	$390K	Sell	8,720 -1,168	-12%	-$51.1K	0.05%	176
2025 Q2	$419K	Sell	9,888 -586	-6%	-$24.4K	0.05%	171
2025 Q1	$489K	Sell	10,474 -5,356	-34%	-$241K	0.06%	160
2024 Q4	$678K	Sell	15,830 -1,500	-9%	-$68.2K	0.09%	134
2024 Q3	$761K	Sell	17,330 -6,488	-27%	-$290K	0.09%	139
2024 Q2	$1.09M	Sell	23,818 -48	-0.2%	-$2.24K	0.13%	113
2024 Q1	$1.13M	Sell	23,866 -2,484	-9%	-$107K	0.13%	107
2023 Q4	$1.1M	Sell	26,350 -1,220	-4%	-$52.2K	0.13%	108
2023 Q3	$1.25M	Sell	27,570 -1,486	-5%	-$65K	0.15%	112
2023 Q2	$1.18M	Sell	29,056 -384	-1%	-$15.6K	0.14%	113
2023 Q1	$1.22M	Sell	29,440 -79,606	-73%	-$3.4M	0.15%	113
2022 Q4	$4.77M	Sell	109,046 -36,410	-25%	-$1.58M	0.68%	50
2022 Q3	$5.24M	Buy	145,456 +19,020	+15%	+$719K	0.78%	49
2022 Q2	$4.52M	Buy	126,436 +13,616	+12%	+$546K	0.64%	49
2022 Q1	$4.31M	Buy	112,820 +93,410	+481%	+$3.24M	0.53%	51
2021 Q4	$539K	Buy	19,410 +50	+0.3%	+$1.41K	0.06%	131
2021 Q3	$504K	Sell	19,360 -14,640	-43%	-$363K	0.06%	133
2021 Q2	$916K	Buy	34,000 +12,740	+60%	+$331K	0.11%	111
2021 Q1	$522K	Buy	21,260 +2,000	+10%	+$46.1K	0.07%	128
2020 Q4	$365K	Buy	19,260 +18,860	+4,715%	+$325K	0.05%	152
2020 Q3	$6K	Hold	400	–	–	﹤0.01%	373
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	349
2020 Q1	$6K	Buy	+400	New	+$9.49K	﹤0.01%	357
2019 Q4	–	Sell	-26	Closed	-$1K	–	496
2019 Q3	$1K	Buy	+26	New	+$786	﹤0.01%	452
2018 Q2	–	Sell	-8	Closed	–	–	470
2018 Q1	$0	Sell	8 -1,800	-100%	-$63.7K	﹤0.01%	477
2017 Q4	$65K	Buy	+1,808	New	+$62.2K	0.01%	272

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

1834 Investment Advisors's XLE Position: Q2 2026 in Review

1834 Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 6,836 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #189.

1834 Investment Advisors first reported a position in XLE in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.24M in Q3 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

1834 Investment Advisors held 6,836 shares of State Street Energy Select Sector SPDR ETF worth $363K as of Q2 2026.
1834 Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of 1834 Investment Advisors's portfolio in Q2 2026, its #189 holding.
1834 Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
1834 Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.24M in Q3 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.