AmeriServ Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AmeriServ Wealth Advisors’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	$350K	Sell	6,594 -2,254	-25%	-$129K	0.23%	43
2026 Q1	$542K	Sell	8,848 -776	-8%	-$41.6K	0.35%	33
2025 Q4	$430K	Sell	9,624 -1,014	-10%	-$45.2K	0.25%	43
2025 Q3	$475K	Sell	10,638 -37,108	-78%	-$1.62M	0.24%	38
2025 Q2	$2.02M	Buy	47,746 +166	+0.3%	+$6.91K	1%	15
2025 Q1	$2.22M	Buy	+47,580	New	+$2.15M	1.29%	15
2018 Q4	–	Sell	-6,000	Closed	-$227K	–	79
2018 Q3	$227K	Hold	6,000	–	–	0.28%	65
2018 Q2	$228K	Hold	6,000	–	–	0.31%	62
2018 Q1	$202K	Hold	6,000	–	–	0.23%	71
2017 Q4	$207K	Buy	+6,000	New	+$207K	0.2%	67
2015 Q1	–	Sell	-6,000	Closed	-$237K	–	124
2014 Q4	$237K	Sell	6,000 -40	-0.7%	-$1.66K	0.23%	105
2014 Q3	$274K	Hold	6,040	–	–	0.47%	83
2014 Q2	$302K	Sell	6,040 -3,400	-36%	-$161K	0.32%	86
2014 Q1	$420K	Sell	9,440 -16,700	-64%	-$720K	0.42%	68
2013 Q4	$1.16M	Sell	26,140 -1,000	-4%	-$43.1K	0.69%	38
2013 Q3	$1.13M	Buy	27,140 +200	+0.7%	+$8.24K	0.72%	40
2013 Q2	$1.05M	Buy	+26,940	New	+$1.07M	0.68%	44

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

AmeriServ Wealth Advisors's XLE Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, selling an estimated $129K and leaving 6,594 shares worth $350K. The position accounts for 0.23% of the portfolio, ranked #43.

AmeriServ Wealth Advisors first reported a position in XLE in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.22M in Q1 2025. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

AmeriServ Wealth Advisors held 6,594 shares of State Street Energy Select Sector SPDR ETF worth $350K as of Q2 2026.
AmeriServ Wealth Advisors sold 2,254 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $129K.
State Street Energy Select Sector SPDR ETF made up 0.23% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #43 holding.
AmeriServ Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
AmeriServ Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.22M in Q1 2025.
2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.