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

Beaird Harris 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	$4.81K	Sell	91 -22,397	-100%	-$1.28M	﹤0.01%	449
2026 Q1	$1.38M	Buy	22,488 +22,399	+25,167%	+$1.2M	0.09%	67
2025 Q4	$4K	Sell	89 -1	-1%	-$45	﹤0.01%	456
2025 Q3	$3.99K	Buy	90 +2	+2%	+$88	﹤0.01%	445
2025 Q2	$3.76K	Hold	88	–	–	﹤0.01%	441
2025 Q1	$4.11K	Hold	88	–	–	﹤0.01%	399
2024 Q4	$3.73K	Sell	88 -4,670	-98%	-$212K	﹤0.01%	394
2024 Q3	$209K	Buy	4,758 +4,270	+875%	+$191K	0.02%	126
2024 Q2	$22.2K	Hold	488	–	–	﹤0.01%	293
2024 Q1	$23K	Buy	488 +4	+0.8%	+$172	﹤0.01%	267
2023 Q4	$20.3K	Buy	484 +188	+64%	+$8.04K	﹤0.01%	259
2023 Q3	$13.4K	Sell	296 -142	-32%	-$6.21K	﹤0.01%	255
2023 Q2	$17.8K	Buy	438 +182	+71%	+$7.41K	﹤0.01%	234
2023 Q1	$10.6K	Hold	256	–	–	﹤0.01%	266
2022 Q4	$11.2K	Buy	256 +2	+0.8%	+$87	﹤0.01%	312
2022 Q3	$9K	Sell	254 -2,000	-89%	-$75.6K	﹤0.01%	298
2022 Q2	$81K	Sell	2,254 -30	-1%	-$1.2K	0.02%	110
2022 Q1	$87K	Buy	2,284 +2,174	+1,976%	+$75.3K	0.03%	148
2021 Q4	$3K	Buy	+110	New	+$3.11K	﹤0.01%	549

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Beaird Harris Wealth Management's XLE Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 100% in Q2 2026, selling an estimated $1.28M and leaving 91 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Beaird Harris Wealth Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beaird Harris Wealth Management held 91 shares of State Street Energy Select Sector SPDR ETF worth $4.81K as of Q2 2026.
Beaird Harris Wealth Management sold 22,397 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.28M.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #449 holding.
Beaird Harris 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.
Beaird Harris Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.38M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.