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

Birchcreek 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	$772K	Sell	14,538 -3,091	-18%	-$177K	0.3%	54
2026 Q1	$1.08M	Buy	17,629 +1,435	+9%	+$77K	0.52%	36
2025 Q4	$724K	Sell	16,194 -908	-5%	-$40.4K	0.36%	48
2025 Q3	$764K	Buy	17,102 +1,032	+6%	+$45.2K	0.39%	46
2025 Q2	$681K	Buy	16,070 +2,586	+19%	+$108K	0.39%	45
2025 Q1	$630K	Sell	13,484 -182	-1%	-$8.21K	0.4%	49
2024 Q4	$585K	Buy	13,666 +1,568	+13%	+$71.3K	0.37%	52
2024 Q3	$531K	Sell	12,098 -11,636	-49%	-$520K	0.35%	52
2024 Q2	$1.08M	Sell	23,734 -4,418	-16%	-$206K	0.61%	39
2024 Q1	$1.33M	Buy	28,152 +1,020	+4%	+$43.8K	0.7%	37
2023 Q4	$1.14M	Buy	27,132 +2,250	+9%	+$96.2K	0.68%	42
2023 Q3	$1.12M	Buy	24,882 +3,814	+18%	+$167K	0.76%	35
2023 Q2	$855K	Buy	21,068 +6,908	+49%	+$281K	0.6%	47
2023 Q1	$586K	Buy	14,160 +146	+1%	+$6.24K	0.46%	56
2022 Q4	$613K	Sell	14,014 -2,078	-13%	-$90.5K	0.55%	52
2022 Q3	$579K	Buy	16,092 +4,566	+40%	+$173K	0.54%	50
2022 Q2	$412K	Sell	11,526 -4	-0%	-$160	0.37%	63
2022 Q1	$441K	Sell	11,530 -3,762	-25%	-$130K	0.39%	61
2021 Q4	$424K	Sell	15,292 -5,650	-27%	-$160K	0.37%	61
2021 Q3	$545K	Sell	20,942 -170	-0.8%	-$4.21K	0.51%	49
2021 Q2	$569K	Sell	21,112 -1,200	-5%	-$31.2K	0.55%	48
2021 Q1	$547K	Sell	22,312 -7,320	-25%	-$169K	0.58%	46
2020 Q4	$561K	Buy	+29,632	New	+$511K	0.55%	45

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

Birchcreek Wealth Management's XLE Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $177K and leaving 14,538 shares worth $772K. The position accounts for 0.3% of the portfolio, ranked #54.

Birchcreek Wealth Management first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Birchcreek Wealth Management held 14,538 shares of State Street Energy Select Sector SPDR ETF worth $772K as of Q2 2026.
Birchcreek Wealth Management sold 3,091 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Birchcreek Wealth Management's portfolio in Q2 2026, its #54 holding.
Birchcreek Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Birchcreek Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.33M in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.