Accredited Investor Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Accredited Investor 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	$759K	Sell	14,291 -710	-5%	-$40.6K	0.43%	20
2026 Q1	$919K	Buy	15,001 +927	+7%	+$49.7K	0.59%	17
2025 Q4	$629K	Sell	14,074 -1,386	-9%	-$61.7K	0.42%	22
2025 Q3	$691K	Sell	15,460 -400	-3%	-$17.5K	0.47%	19
2025 Q2	$673K	Buy	15,860 +400	+3%	+$16.7K	0.51%	20
2025 Q1	$722K	Buy	15,460 +446	+3%	+$20.1K	0.6%	17
2024 Q4	$643K	Buy	+15,014	New	+$682K	0.51%	23

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

Accredited Investor Services's XLE Position: Q2 2026 in Review

Accredited Investor Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.7% in Q2 2026, selling an estimated $40.6K and leaving 14,291 shares worth $759K. The position accounts for 0.43% of the portfolio, ranked #20.

Accredited Investor Services first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $919K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Accredited Investor Services held 14,291 shares of State Street Energy Select Sector SPDR ETF worth $759K as of Q2 2026.
Accredited Investor Services sold 710 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $40.6K.
State Street Energy Select Sector SPDR ETF made up 0.43% of Accredited Investor Services's portfolio in Q2 2026, its #20 holding.
Accredited Investor Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Accredited Investor Services's State Street Energy Select Sector SPDR ETF position peaked at $919K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.