Bellwether Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bellwether Advisors’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	$9.93M	Buy	186,936 +152,302	+440%	+$8.71M	1.47%	14
2026 Q1	$2.12M	Buy	+34,634	New	+$1.86M	0.36%	65
2025 Q3	–	Sell	-210	Closed	-$8.9K	–	586
2025 Q2	$8.9K	Buy	+210	New	+$8.75K	﹤0.01%	382
2023 Q2	–	Sell	-1,000	Closed	-$41.4K	–	456
2023 Q1	$41.4K	Buy	+1,000	New	+$42.8K	0.01%	201
2022 Q4	–	Sell	-55,736	Closed	-$2.01M	–	578
2022 Q3	$2.01M	Sell	55,736 -2,972	-5%	-$112K	0.66%	40
2022 Q2	$2.1M	Buy	58,708 +3,494	+6%	+$140K	0.68%	38
2022 Q1	$2.11M	Sell	55,214 -293,460	-84%	-$10.2M	0.63%	36
2021 Q4	$9.68M	Buy	+348,674	New	+$9.85M	3.01%	6

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

Bellwether Advisors's XLE Position: Q2 2026 in Review

Bellwether Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 440% in Q2 2026, buying an estimated $8.71M and bringing the position to 186,936 shares worth $9.93M. The position accounts for 1.47% of the portfolio, ranked #14.

Bellwether Advisors first reported a position in XLE in Q4 2021 and has held it in 8 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bellwether Advisors held 186,936 shares of State Street Energy Select Sector SPDR ETF worth $9.93M as of Q2 2026.
Bellwether Advisors bought 152,302 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.71M.
State Street Energy Select Sector SPDR ETF made up 1.47% of Bellwether Advisors's portfolio in Q2 2026, its #14 holding.
Bellwether Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.