Aspen Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aspen Investment 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	$3.15M	Buy	59,349 +116	+0.2%	+$6.63K	0.85%	29
2026 Q1	$3.63M	Sell	59,233 -2,568	-4%	-$138K	1.11%	22
2025 Q4	$2.76M	Buy	61,801 +931	+2%	+$41.5K	0.83%	29
2025 Q3	$2.72M	Sell	60,870 -3,448	-5%	-$151K	1.05%	23
2025 Q2	$2.73M	Buy	64,318 +37,930	+144%	+$1.58M	1.15%	22
2025 Q1	$1.23M	Buy	26,388 +18,400	+230%	+$830K	0.57%	54
2024 Q4	$342K	Hold	7,988	–	–	0.16%	118
2024 Q3	$351K	Sell	7,988 -200	-2%	-$8.94K	0.16%	118
2024 Q2	$373K	Hold	8,188	–	–	0.19%	109
2024 Q1	$387K	Sell	8,188 -1,020	-11%	-$43.8K	0.2%	119
2023 Q4	$386K	Hold	9,208	–	–	0.22%	102
2023 Q3	$416K	Sell	9,208 -140	-1%	-$6.13K	0.25%	95
2023 Q2	$379K	Sell	9,348 -2,772	-23%	-$113K	0.23%	104
2023 Q1	$502K	Buy	12,120 +1,900	+19%	+$81.2K	0.32%	83
2022 Q4	$447K	Sell	10,220 -1,010	-9%	-$44K	0.29%	94
2022 Q3	$404K	Sell	11,230 -284	-2%	-$10.7K	0.27%	101
2022 Q2	$412K	Buy	11,514 +1,204	+12%	+$48.3K	0.26%	100
2022 Q1	$394K	Buy	+10,310	New	+$357K	0.21%	110
2021 Q3	–	Sell	-18,342	Closed	-$494K	–	153
2021 Q2	$494K	Buy	+18,342	New	+$477K	0.26%	98
2019 Q2	–	Sell	-6,318	Closed	-$209K	–	139
2019 Q1	$209K	Buy	+6,318	New	+$203K	0.15%	132
2018 Q4	–	Sell	-6,418	Closed	-$243K	–	144
2018 Q3	$243K	Sell	6,418 -100	-2%	-$3.75K	0.16%	129
2018 Q2	$247K	Buy	6,518 +200	+3%	+$7.43K	0.17%	127
2018 Q1	$213K	Buy	6,318 +400	+7%	+$14.2K	0.15%	133
2017 Q4	$214K	Hold	5,918	–	–	0.15%	132
2017 Q3	$203K	Buy	+5,918	New	+$193K	0.15%	134

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Aspen Investment Management's XLE Position: Q2 2026 in Review

Aspen Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.2% in Q2 2026, buying an estimated $6.63K and bringing the position to 59,349 shares worth $3.15M. The position accounts for 0.85% of the portfolio, ranked #29.

Aspen Investment Management first reported a position in XLE in Q3 2017 and has held it in 25 quarters since. The position peaked at $3.63M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aspen Investment Management held 59,349 shares of State Street Energy Select Sector SPDR ETF worth $3.15M as of Q2 2026.
Aspen Investment Management bought 116 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.63K.
State Street Energy Select Sector SPDR ETF made up 0.85% of Aspen Investment Management's portfolio in Q2 2026, its #29 holding.
Aspen Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 25 quarters since.
Aspen Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $3.63M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.