Aft Forsyth & Sober’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aft Forsyth & Sober’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	$3.38M	Hold	55,150	–	–	1.06%	29
2026 Q1	$3.38M	Sell	55,150 -400	-0.7%	-$21.5K	1.03%	30
2025 Q4	$2.48M	Hold	55,550	–	–	0.75%	36
2025 Q3	$2.48M	Sell	55,550 -40,000	-42%	-$1.75M	0.77%	33
2025 Q2	$4.05M	Buy	95,550 +800	+0.8%	+$33.3K	1.37%	18
2025 Q1	$4.43M	Sell	94,750 -66,400	-41%	-$2.99M	1.54%	13
2024 Q4	$6.9M	Sell	161,150 -200	-0.1%	-$9.09K	2.24%	11
2024 Q3	$7.08M	Buy	161,350 +450	+0.3%	+$20.1K	2.33%	11
2024 Q2	$7.35M	Hold	160,900	–	–	2.52%	10
2024 Q1	$7.6M	Hold	160,900	–	–	2.68%	10
2023 Q4	$6.75M	Buy	160,900 +12,700	+9%	+$543K	2.6%	7
2023 Q3	$6.7M	Hold	148,200	–	–	2.83%	7
2023 Q2	$6.01M	Hold	148,200	–	–	2.5%	7
2023 Q1	$6.14M	Hold	148,200	–	–	3.1%	6
2022 Q4	$6.48M	Hold	148,200	–	–	2.92%	7
2022 Q3	$5.34M	Hold	148,200	–	–	2.6%	7
2022 Q2	$5.3M	Hold	148,200	–	–	2.46%	8
2022 Q1	$5.66M	Buy	148,200 +139,400	+1,584%	+$4.83M	2.23%	8
2021 Q4	$2.44M	Sell	8,800 -79,200	-90%	-$2.24M	0.86%	22
2021 Q3	$2.29M	Buy	88,000 +79,200	+900%	+$1.96M	0.86%	22
2021 Q2	$2.37M	Hold	8,800	–	–	0.89%	19
2021 Q1	$2.16M	Buy	+8,800	New	+$203K	0.88%	19

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

Aft Forsyth & Sober's XLE Position: Q2 2026 in Review

Aft Forsyth & Sober held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 55,150 shares worth $3.38M. The position accounts for 1.06% of the portfolio, ranked #29.

Aft Forsyth & Sober first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.6M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aft Forsyth & Sober held 55,150 shares of State Street Energy Select Sector SPDR ETF worth $3.38M as of Q2 2026.
Aft Forsyth & Sober left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 1.06% of Aft Forsyth & Sober's portfolio in Q2 2026, its #29 holding.
Aft Forsyth & Sober first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Aft Forsyth & Sober's State Street Energy Select Sector SPDR ETF position peaked at $7.6M in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aft Forsyth & Sober's 13F filing for Q2 2026, filed 14 Aug 2026.