Balboa Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Balboa Wealth Partners’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	$3.4M	Buy	63,963 +5,462	+9%	+$312K	0.46%	37
2026 Q1	$3.58M	Buy	58,501 +2,690	+5%	+$144K	0.6%	32
2025 Q4	$2.5M	Buy	55,811 +267	+0.5%	+$11.9K	0.41%	44
2025 Q3	$2.48M	Buy	55,544 +292	+0.5%	+$12.8K	0.43%	41
2025 Q2	$2.34M	Buy	55,252 +10,168	+23%	+$423K	0.47%	43
2025 Q1	$2.11M	Buy	45,084 +14,722	+48%	+$664K	0.51%	37
2024 Q4	$1.3M	Buy	30,362 +7,228	+31%	+$328K	0.3%	59
2024 Q3	$1.02M	Sell	23,134 -14,604	-39%	-$653K	0.25%	73
2024 Q2	$1.72M	Buy	37,738 +330	+0.9%	+$15.4K	0.45%	37
2024 Q1	$1.77M	Sell	37,408 -18,756	-33%	-$806K	0.52%	35
2023 Q4	$2.35M	Buy	56,164 +7,304	+15%	+$312K	0.78%	22
2023 Q3	$2.21M	Sell	48,860 -3,126	-6%	-$137K	0.83%	20
2023 Q2	$2.11M	Buy	51,986 +38,072	+274%	+$1.55M	0.74%	22
2023 Q1	$576K	Buy	13,914 +824	+6%	+$35.2K	0.22%	92
2022 Q4	$573K	Sell	13,090 -606	-4%	-$26.4K	0.26%	96
2022 Q3	$493K	Buy	+13,696	New	+$518K	0.22%	90

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

Balboa Wealth Partners's XLE Position: Q2 2026 in Review

Balboa Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.3% in Q2 2026, buying an estimated $312K and bringing the position to 63,963 shares worth $3.4M. The position accounts for 0.46% of the portfolio, ranked #37.

Balboa Wealth Partners first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.58M in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Balboa Wealth Partners held 63,963 shares of State Street Energy Select Sector SPDR ETF worth $3.4M as of Q2 2026.
Balboa Wealth Partners bought 5,462 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $312K.
State Street Energy Select Sector SPDR ETF made up 0.46% of Balboa Wealth Partners's portfolio in Q2 2026, its #37 holding.
Balboa Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.58M in Q1 2026.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.