Baltimore-Washington Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Sell
7,311
-74
-1% -$4.23K 0.01% 147
2026
Q1
$452K Sell
7,385
-286
-4% -$15.3K 0.02% 126
2025
Q4
$343K Buy
7,671
+361
+5% +$16.1K 0.01% 145
2025
Q3
$327K Sell
7,310
-100
-1% -$4.38K 0.01% 142
2025
Q2
$314K Sell
7,410
-40
-0.5% -$1.67K 0.01% 138
2025
Q1
$348K Sell
7,450
-764
-9% -$34.4K 0.02% 113
2024
Q4
$352K Buy
8,214
+230
+3% +$10.5K 0.02% 116
2024
Q3
$350K Sell
7,984
-1,016
-11% -$45.4K 0.02% 115
2024
Q2
$410K Buy
+9,000
New +$419K 0.02% 109
2022
Q2
Sell
-364
Closed -$256K 157
2022
Q1
$256K Buy
+364
New +$12.6K 0.03% 131
2015
Q4
Sell
-390
Closed -$11K 261
2015
Q3
$11K Buy
+390
New +$13.1K ﹤0.01% 189
2015
Q2
Sell
-110
Closed -$4K 287
2015
Q1
$4K Hold
110
﹤0.01% 242
2014
Q4
$4K Buy
+110
New +$4.57K ﹤0.01% 235

Other funds holding XLE

Baltimore-Washington Financial Advisors's XLE Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1% in Q2 2026, selling an estimated $4.23K and leaving 7,311 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #147.

Baltimore-Washington Financial Advisors first reported a position in XLE in Q4 2014 and has held it in 13 quarters since. The position peaked at $452K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 7,311 shares of State Street Energy Select Sector SPDR ETF worth $388K as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 74 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.23K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 13 quarters since.
  • Baltimore-Washington Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $452K in Q1 2026.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.