Atlas Legacy Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Atlas Legacy 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	$1.35M	Buy	25,392 +3,729	+17%	+$213K	0.2%	81
2026 Q1	$1.32M	Buy	21,663 +1,871	+9%	+$100K	0.24%	68
2025 Q4	$885K	Buy	19,792 +4,642	+31%	+$207K	0.16%	97
2025 Q3	$677K	Sell	15,150 -24	-0.2%	-$1.05K	0.13%	107
2025 Q2	$643K	Buy	15,174 +5,580	+58%	+$232K	0.14%	100
2025 Q1	$448K	Hold	9,594	–	–	0.11%	111
2024 Q4	$411K	Buy	+9,594	New	+$436K	0.1%	122

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

Atlas Legacy Advisors's XLE Position: Q2 2026 in Review

Atlas Legacy Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q2 2026, buying an estimated $213K and bringing the position to 25,392 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #81.

Atlas Legacy Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Atlas Legacy Advisors held 25,392 shares of State Street Energy Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Atlas Legacy Advisors bought 3,729 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Atlas Legacy Advisors's portfolio in Q2 2026, its #81 holding.
Atlas Legacy Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.