Bartlett & Co Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bartlett & Co 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	$398K	Hold	7,500	–	–	0.01%	383
2026 Q1	$445K	Hold	7,500	–	–	0.01%	351
2025 Q4	$335K	Sell	7,500 -106	-1%	-$4.72K	﹤0.01%	386
2025 Q3	$340K	Hold	7,606	–	–	﹤0.01%	387
2025 Q2	$323K	Buy	7,606 +800	+12%	+$33.3K	﹤0.01%	386
2025 Q1	$318K	Buy	6,806 +106	+2%	+$4.78K	﹤0.01%	389
2024 Q4	$287K	Hold	6,700	–	–	﹤0.01%	396
2024 Q3	$294K	Sell	6,700 -21,230	-76%	-$949K	﹤0.01%	402
2024 Q2	$1.27M	Buy	27,930 +21,160	+313%	+$986K	0.02%	233
2024 Q1	$320K	Sell	6,770 -42,650	-86%	-$1.83M	﹤0.01%	395
2023 Q4	$2.08M	Buy	49,420 +44,150	+838%	+$1.89M	0.03%	200
2023 Q3	$238K	Hold	5,270	–	–	﹤0.01%	426
2023 Q2	$214K	Hold	5,270	–	–	﹤0.01%	442
2023 Q1	$218K	Sell	5,270 -454	-8%	-$19.4K	﹤0.01%	372
2022 Q4	$250K	Buy	5,724 +50	+0.9%	+$2.18K	0.01%	352
2022 Q3	$204K	Sell	5,674 -108	-2%	-$4.08K	﹤0.01%	371
2022 Q2	$207K	Buy	5,782 +512	+10%	+$20.5K	﹤0.01%	367
2022 Q1	$201K	Buy	+5,270	New	+$183K	﹤0.01%	385
2021 Q4	–	Sell	-70	Closed	-$1.82K	–	902
2021 Q3	$1.82K	Hold	70	–	–	﹤0.01%	878
2021 Q2	$1.89K	Hold	70	–	–	﹤0.01%	861
2021 Q1	$1.72K	Hold	70	–	–	﹤0.01%	901
2020 Q4	$1.33K	Hold	70	–	–	﹤0.01%	994
2020 Q3	$1.05K	Hold	70	–	–	﹤0.01%	808
2020 Q2	$1.32K	Sell	70 -790	-92%	-$14.7K	﹤0.01%	805
2020 Q1	$12.5K	Hold	860	–	–	﹤0.01%	634
2019 Q4	$26.6K	Hold	860	–	–	﹤0.01%	618
2019 Q3	$25.5K	Sell	860 -862	-50%	-$26.1K	﹤0.01%	625
2019 Q2	$54.9K	Sell	1,722 -11,242	-87%	-$360K	﹤0.01%	420
2019 Q1	$429K	Hold	12,964	–	–	0.02%	209
2018 Q4	$372K	Hold	12,964	–	–	0.02%	213
2018 Q3	$491K	Hold	12,964	–	–	0.02%	207
2018 Q2	$492K	Hold	12,964	–	–	0.02%	203
2018 Q1	$437K	Buy	+12,964	New	+$459K	0.02%	205

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

Bartlett & Co Wealth Management's XLE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 7,500 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #383.

Bartlett & Co Wealth Management first reported a position in XLE in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.08M in Q4 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bartlett & Co Wealth Management held 7,500 shares of State Street Energy Select Sector SPDR ETF worth $398K as of Q2 2026.
Bartlett & Co Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #383 holding.
Bartlett & Co Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.08M in Q4 2023.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.