Biltmore Family Office’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Biltmore Family Office’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	$80.6K	Buy	1,518 +18	+1%	+$1.03K	0.01%	275
2026 Q1	$91.9K	Sell	1,500 -250	-14%	-$13.4K	0.01%	261
2025 Q4	$78.2K	Buy	1,750 +250	+17%	+$11.1K	0.01%	258
2025 Q3	$67K	Sell	1,500 -300	-17%	-$13.1K	0.01%	235
2025 Q2	$76.3K	Sell	1,800 -700	-28%	-$29.2K	0.01%	227
2025 Q1	$117K	Hold	2,500	–	–	0.02%	214
2024 Q4	$107K	Hold	2,500	–	–	0.02%	214
2024 Q3	$110K	Hold	2,500	–	–	0.02%	219
2024 Q2	$114K	Hold	2,500	–	–	0.02%	193
2024 Q1	$118K	Hold	2,500	–	–	0.02%	189
2023 Q4	$105K	Buy	2,500 +1,000	+67%	+$42.8K	0.02%	191
2023 Q3	$67.8K	Hold	1,500	–	–	0.02%	195
2023 Q2	$60.9K	Sell	1,500 -1,774	-54%	-$72.3K	0.01%	192
2023 Q1	$136K	Buy	3,274 +1,774	+118%	+$75.8K	0.03%	223
2022 Q4	$65.6K	Hold	1,500	–	–	0.01%	222
2022 Q3	$54K	Buy	1,500 +300	+25%	+$11.3K	0.01%	178
2022 Q2	$43K	Sell	1,200 -96	-7%	-$3.85K	0.01%	183
2022 Q1	$50K	Hold	1,296	–	–	0.01%	186
2021 Q4	$36K	Hold	1,296	–	–	0.01%	210
2021 Q3	$34K	Buy	+1,296	New	+$32.1K	0.01%	189
2021 Q1	–	Sell	-900	Closed	-$17K	–	192
2020 Q4	$17K	Sell	900 -500	-36%	-$8.62K	0.01%	175
2020 Q3	$21K	Hold	1,400	–	–	0.01%	150
2020 Q2	$26K	Buy	+1,400	New	+$26K	0.02%	158

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

Biltmore Family Office's XLE Position: Q2 2026 in Review

Biltmore Family Office increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,518 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #275.

Biltmore Family Office first reported a position in XLE in Q2 2020 and has held it in 23 quarters since. The position peaked at $136K in Q1 2023. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Biltmore Family Office held 1,518 shares of State Street Energy Select Sector SPDR ETF worth $80.6K as of Q2 2026.
Biltmore Family Office bought 18 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.03K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #275 holding.
Biltmore Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 23 quarters since.
Biltmore Family Office's State Street Energy Select Sector SPDR ETF position peaked at $136K in Q1 2023.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.