AtlasMark Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AtlasMark Financial’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	$205K	Sell	3,855 -2,250	-37%	-$129K	0.1%	47
2026 Q1	$273K	Hold	6,105	–	–	0.18%	38
2025 Q4	$273K	Buy	6,105 +55	+0.9%	+$2.45K	0.18%	38
2025 Q3	$270K	Hold	6,050	–	–	0.18%	36
2025 Q2	$257K	Hold	6,050	–	–	0.2%	35
2025 Q1	$283K	Hold	6,050	–	–	0.26%	32
2024 Q4	$259K	Hold	6,050	–	–	0.24%	34
2024 Q3	$266K	Buy	+6,050	New	+$270K	0.25%	34

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

AtlasMark Financial's XLE Position: Q2 2026 in Review

AtlasMark Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q2 2026, selling an estimated $129K and leaving 3,855 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #47.

AtlasMark Financial first reported a position in XLE in Q3 2024 and has held it in 8 quarters since. The position peaked at $283K in Q1 2025. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

AtlasMark Financial held 3,855 shares of State Street Energy Select Sector SPDR ETF worth $205K as of Q2 2026.
AtlasMark Financial sold 2,250 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $129K.
State Street Energy Select Sector SPDR ETF made up 0.1% of AtlasMark Financial's portfolio in Q2 2026, its #47 holding.
AtlasMark Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
AtlasMark Financial's State Street Energy Select Sector SPDR ETF position peaked at $283K in Q1 2025.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.