BIP Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BIP Wealth’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	$370K	Buy	6,965 +457	+7%	+$26.1K	0.01%	414
2026 Q1	$399K	Buy	+6,508	New	+$349K	0.02%	326
2023 Q4	–	Sell	-4,470	Closed	-$202K	–	201
2023 Q3	$202K	Buy	+4,470	New	+$196K	0.02%	172
2023 Q2	–	Sell	-4,922	Closed	-$204K	–	196
2023 Q1	$204K	Buy	+4,922	New	+$210K	0.02%	173

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

BIP Wealth's XLE Position: Q2 2026 in Review

BIP Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7% in Q2 2026, buying an estimated $26.1K and bringing the position to 6,965 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #414.

BIP Wealth first reported a position in XLE in Q1 2023 and has held it in 4 quarters since. The position peaked at $399K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

BIP Wealth held 6,965 shares of State Street Energy Select Sector SPDR ETF worth $370K as of Q2 2026.
BIP Wealth bought 457 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.1K.
State Street Energy Select Sector SPDR ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #414 holding.
BIP Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 4 quarters since.
BIP Wealth's State Street Energy Select Sector SPDR ETF position peaked at $399K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.