Abundance Wealth Counselors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Abundance Wealth Counselors’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	$448K	Buy	8,428 +4,214	+100%	+$241K	0.03%	184
2026 Q1	$258K	Buy	+4,214	New	+$226K	0.04%	199
2025 Q2	–	Sell	-4,290	Closed	-$200K	–	169
2025 Q1	$200K	Buy	+4,290	New	+$193K	0.04%	147
2024 Q2	–	Sell	-4,290	Closed	-$203K	–	149
2024 Q1	$203K	Buy	+4,290	New	+$184K	0.05%	132
2023 Q4	–	Sell	-4,520	Closed	-$204K	–	142
2023 Q3	$204K	Buy	+4,520	New	+$198K	0.06%	123
2023 Q1	–	Sell	-4,878	Closed	-$213K	–	159
2022 Q4	$213K	Buy	+4,878	New	+$212K	0.06%	136
2021 Q2	–	Sell	-4,020	Closed	-$99K	–	342
2021 Q1	$99K	Buy	+4,020	New	+$92.7K	0.02%	123

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

Abundance Wealth Counselors's XLE Position: Q2 2026 in Review

Abundance Wealth Counselors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 100% in Q2 2026, buying an estimated $241K and bringing the position to 8,428 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #184.

Abundance Wealth Counselors first reported a position in XLE in Q1 2021 and has held it in 7 quarters since. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Abundance Wealth Counselors held 8,428 shares of State Street Energy Select Sector SPDR ETF worth $448K as of Q2 2026.
Abundance Wealth Counselors bought 4,214 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $241K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Abundance Wealth Counselors's portfolio in Q2 2026, its #184 holding.
Abundance Wealth Counselors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.