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

Axxcess 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	$4.28M	Sell	80,669 -4,697	-6%	-$269K	0.07%	252
2026 Q1	$5.23M	Sell	85,366 -20,387	-19%	-$1.09M	0.17%	113
2025 Q4	$4.73M	Buy	105,753 +56,655	+115%	+$2.52M	0.08%	217
2025 Q3	$2.19M	Buy	49,098 +11,390	+30%	+$499K	0.05%	293
2025 Q2	$1.6M	Buy	37,708 +5,870	+18%	+$244K	0.04%	326
2025 Q1	$1.49M	Sell	31,838 -8,576	-21%	-$387K	0.04%	311
2024 Q4	$1.73M	Sell	40,414 -52,964	-57%	-$2.41M	0.04%	306
2024 Q3	$4.1M	Sell	93,378 -123,242	-57%	-$5.51M	0.1%	157
2024 Q2	$9.87M	Buy	216,620 +114,480	+112%	+$5.33M	0.26%	73
2024 Q1	$4.82M	Buy	102,140 +19,566	+24%	+$840K	0.13%	133
2023 Q4	$3.46M	Sell	82,574 -63,246	-43%	-$2.7M	0.1%	169
2023 Q3	$6.59M	Buy	145,820 +62,534	+75%	+$2.74M	0.22%	90
2023 Q2	$3.38M	Sell	83,286 -27,482	-25%	-$1.12M	0.24%	85
2023 Q1	$4.59M	Buy	110,768 +76,684	+225%	+$3.28M	0.35%	68
2022 Q4	$1.49M	Sell	34,084 -7,940	-19%	-$346K	0.12%	161
2022 Q3	$1.51M	Sell	42,024 -45,548	-52%	-$1.72M	0.14%	141
2022 Q2	$3.13M	Buy	87,572 +15,252	+21%	+$612K	0.29%	79
2022 Q1	$2.76M	Sell	72,320 -10,374	-13%	-$359K	0.22%	94
2021 Q4	$2.29M	Buy	+82,694	New	+$2.34M	0.17%	110

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

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

Axxcess Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q2 2026, selling an estimated $269K and leaving 80,669 shares worth $4.28M. The position accounts for 0.07% of the portfolio, ranked #252.

Axxcess Wealth Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.87M in Q2 2024. 1,052 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Axxcess Wealth Management held 80,669 shares of State Street Energy Select Sector SPDR ETF worth $4.28M as of Q2 2026.
Axxcess Wealth Management sold 4,697 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $269K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #252 holding.
Axxcess Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $9.87M in Q2 2024.
1,052 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.