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

Birchbrook’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	$46.8K	Buy	881 +201	+30%	+$11.5K	0.02%	136
2026 Q1	$41.7K	Hold	680	–	–	0.02%	131
2025 Q4	$30.4K	Hold	680	–	–	0.02%	152
2025 Q3	$30.4K	Hold	680	–	–	0.02%	142
2025 Q2	$28.8K	Hold	680	–	–	0.02%	141
2025 Q1	$31.8K	Hold	680	–	–	0.02%	135
2024 Q4	$29.1K	Hold	680	–	–	0.02%	140
2024 Q3	$29.9K	Hold	680	–	–	0.02%	134
2024 Q2	$31K	Hold	680	–	–	0.02%	139
2024 Q1	$32.1K	Hold	680	–	–	0.02%	138
2023 Q4	$28.5K	Buy	+680	New	+$29.1K	0.02%	145

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Birchbrook's XLE Position: Q2 2026 in Review

Birchbrook increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q2 2026, buying an estimated $11.5K and bringing the position to 881 shares worth $46.8K. The position accounts for 0.02% of the portfolio, ranked #136.

Birchbrook first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Birchbrook held 881 shares of State Street Energy Select Sector SPDR ETF worth $46.8K as of Q2 2026.
Birchbrook bought 201 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.5K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Birchbrook's portfolio in Q2 2026, its #136 holding.
Birchbrook first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.