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

Ameliora 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	$120K	Hold	2,260	–	–	0.04%	127
2026 Q1	$138K	Hold	2,260	–	–	0.04%	113
2025 Q4	$101K	Sell	2,260 -564	-20%	-$25.1K	0.03%	130
2025 Q3	$126K	Sell	2,824 -52,866	-95%	-$2.31M	0.04%	123
2025 Q2	$2.36M	Sell	55,690 -9,704	-15%	-$404K	0.84%	32
2025 Q1	$3.06M	Sell	65,394 -700	-1%	-$31.6K	1.15%	25
2024 Q4	$2.83M	Sell	66,094 -3,120	-5%	-$142K	1.06%	24
2024 Q3	$3.04M	Buy	69,214 +632	+0.9%	+$28.3K	1.27%	23
2024 Q2	$3.13M	Buy	68,582 +15,278	+29%	+$712K	1.42%	26
2024 Q1	$2.52M	Sell	53,304 -288	-0.5%	-$12.4K	1.14%	29
2023 Q4	$2.25M	Sell	53,592 -9,304	-15%	-$398K	1.12%	29
2023 Q3	$2.84M	Buy	62,896 +29,088	+86%	+$1.27M	1.69%	19
2023 Q2	$1.37M	Buy	33,808 +21,952	+185%	+$894K	0.85%	39
2023 Q1	$491K	Sell	11,856 -17,336	-59%	-$741K	0.29%	65
2022 Q4	$1.28M	Sell	29,192 -13,400	-31%	-$583K	0.68%	41
2022 Q3	$1.71M	Sell	42,592 -9,722	-19%	-$368K	0.92%	32
2022 Q2	$1.87M	Hold	52,314	–	–	2.21%	13
2022 Q1	$1.84M	Buy	52,314 +6,314	+14%	+$219K	1.21%	16
2021 Q4	$1.16M	Buy	+46,000	New	+$1.3M	1.06%	13

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

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

Ameliora Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,260 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #127.

Ameliora Wealth Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.13M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ameliora Wealth Management held 2,260 shares of State Street Energy Select Sector SPDR ETF worth $120K as of Q2 2026.
Ameliora Wealth Management 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 Ameliora Wealth Management's portfolio in Q2 2026, its #127 holding.
Ameliora Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Ameliora Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.13M in Q2 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.