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

Avondale 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	$2.25M	Buy	42,426 +230	+0.5%	+$13.2K	0.92%	19
2026 Q1	$2.58M	Buy	42,196 +2,260	+6%	+$121K	1.27%	15
2025 Q4	$1.79M	Sell	39,936 -12,904	-24%	-$575K	0.92%	18
2025 Q3	$2.36M	Sell	52,840 -784	-1%	-$34.3K	1.26%	15
2025 Q2	$2.27M	Sell	53,624 -6,580	-11%	-$274K	1.27%	15
2025 Q1	$2.81M	Buy	60,204 +4,384	+8%	+$198K	1.77%	13
2024 Q4	$2.39M	Sell	55,820 -8,268	-13%	-$376K	1.53%	14
2024 Q3	$2.81M	Sell	64,088 -12,662	-16%	-$566K	1.83%	12
2024 Q2	$3.5M	Buy	76,750 +12,400	+19%	+$578K	2.39%	10
2024 Q1	$3.04M	Sell	64,350 -1,516	-2%	-$65.1K	2.13%	10
2023 Q4	$2.76M	Sell	65,866 -11,230	-15%	-$480K	2.22%	10
2023 Q3	$3.48M	Sell	77,096 -18,934	-20%	-$828K	3.06%	8
2023 Q2	$3.9M	Buy	96,030 +1,766	+2%	+$71.9K	3.27%	8
2023 Q1	$3.9M	Buy	94,264 +1,538	+2%	+$65.8K	3.37%	9
2022 Q4	$4.06M	Buy	92,726 +32,366	+54%	+$1.41M	3.52%	8
2022 Q3	$2.17M	Buy	60,360 +34,052	+129%	+$1.29M	2.37%	11
2022 Q2	$941K	Sell	26,308 -1,092	-4%	-$43.8K	1.09%	14
2022 Q1	$1.05M	Buy	+27,400	New	+$949K	1.23%	11
2019 Q3	–	Sell	-852	Closed	-$27K	–	115
2019 Q2	$27K	Hold	852	–	–	0.02%	69
2019 Q1	$28K	Hold	852	–	–	0.02%	68
2018 Q4	$24K	Hold	852	–	–	0.02%	69
2018 Q3	$32K	Hold	852	–	–	0.03%	53
2018 Q2	$32K	Hold	852	–	–	0.03%	52
2018 Q1	$28K	Sell	852 -1,600	-65%	-$56.6K	0.02%	54
2017 Q4	$89K	Buy	+2,452	New	+$84.4K	0.08%	27

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

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

Avondale Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.55% in Q2 2026, buying an estimated $13.2K and bringing the position to 42,426 shares worth $2.25M. The position accounts for 0.92% of the portfolio, ranked #19.

Avondale Wealth Management first reported a position in XLE in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.06M in Q4 2022. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Avondale Wealth Management held 42,426 shares of State Street Energy Select Sector SPDR ETF worth $2.25M as of Q2 2026.
Avondale Wealth Management bought 230 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.2K.
State Street Energy Select Sector SPDR ETF made up 0.92% of Avondale Wealth Management's portfolio in Q2 2026, its #19 holding.
Avondale Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 25 quarters since.
Avondale Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $4.06M in Q4 2022.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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