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

Bluesphere 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	–	Sell	-15,678	Closed	-$960K	–	131
2026 Q1	$960K	Buy	+15,678	New	+$841K	0.34%	41
2023 Q4	–	Sell	-6,874	Closed	-$311K	–	94
2023 Q3	$311K	Buy	+6,874	New	+$301K	0.22%	59
2023 Q1	–	Sell	-8,364	Closed	-$366K	–	84
2022 Q4	$366K	Buy	+8,364	New	+$364K	0.32%	55
2022 Q3	–	Sell	-9,226	Closed	-$330K	–	82
2022 Q2	$330K	Sell	9,226 -1,786	-16%	-$71.7K	0.32%	54
2022 Q1	$421K	Buy	+11,012	New	+$381K	0.36%	51

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

Bluesphere Advisors's XLE Position: Q2 2026 in Review

Bluesphere Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 15,678 shares — an estimated $960K sold.

Bluesphere Advisors first reported a position in XLE in Q1 2022 and held it in 5 quarters. The position peaked at $960K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bluesphere Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Bluesphere Advisors sold 15,678 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $960K.
Bluesphere Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Bluesphere Advisors's State Street Energy Select Sector SPDR ETF position peaked at $960K 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 Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.