Aberdeen Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aberdeen Wealth Management’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	$771K	Sell	14,510 -5,400	-27%	-$309K	0.37%	49
2026 Q1	$1.22M	Hold	19,910	–	–	0.56%	36
2025 Q4	$890K	Hold	19,910	–	–	0.41%	49
2025 Q3	$889K	Hold	19,910	–	–	0.56%	49
2025 Q2	$844K	Hold	19,910	–	–	0.56%	53
2025 Q1	$930K	Hold	19,910	–	–	0.64%	40
2024 Q4	$853K	Sell	19,910 -400	-2%	-$18.2K	0.58%	44
2024 Q3	$892K	Sell	20,310 -400	-2%	-$17.9K	0.59%	45
2024 Q2	$944K	Hold	20,710	–	–	0.64%	40
2024 Q1	$978K	Hold	20,710	–	–	0.57%	42
2023 Q4	$868K	Buy	20,710 +400	+2%	+$17.1K	0.63%	43
2023 Q3	$918K	Hold	20,310	–	–	0.69%	39
2023 Q2	$824K	Hold	20,310	–	–	0.6%	44
2023 Q1	$841K	Hold	20,310	–	–	0.63%	44
2022 Q4	$888K	Hold	20,310	–	–	0.67%	43
2022 Q3	$731K	Hold	20,310	–	–	0.64%	43
2022 Q2	$726K	Hold	20,310	–	–	0.58%	48
2022 Q1	$776K	Sell	20,310 -100	-0.5%	-$3.46K	0.53%	54
2021 Q4	$566K	Sell	20,410 -500	-2%	-$14.1K	0.37%	75
2021 Q3	$545K	Sell	20,910 -750	-3%	-$18.6K	0.53%	64
2021 Q2	$583K	Hold	21,660	–	–	0.54%	59
2021 Q1	$531K	Hold	21,660	–	–	0.42%	67
2020 Q4	$410K	Hold	21,660	–	–	0.31%	88
2020 Q3	$324K	Sell	21,660 -550	-2%	-$9.77K	0.31%	96
2020 Q2	$420K	Sell	22,210 -1,650	-7%	-$30.7K	0.45%	75
2020 Q1	$347K	Hold	23,860	–	–	0.42%	72
2019 Q4	$716K	Buy	+23,860	New	+$708K	0.53%	50

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

Aberdeen Wealth Management's XLE Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2026, selling an estimated $309K and leaving 14,510 shares worth $771K. The position accounts for 0.37% of the portfolio, ranked #49.

Aberdeen Wealth Management first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.22M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aberdeen Wealth Management held 14,510 shares of State Street Energy Select Sector SPDR ETF worth $771K as of Q2 2026.
Aberdeen Wealth Management sold 5,400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $309K.
State Street Energy Select Sector SPDR ETF made up 0.37% of Aberdeen Wealth Management's portfolio in Q2 2026, its #49 holding.
Aberdeen Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.22M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.