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

BNC 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	–	Sell	-139,285	Closed	-$8.53M	–	120
2026 Q1	$8.53M	Buy	+139,285	New	+$7.47M	2.37%	8
2024 Q3	–	Sell	-5,066	Closed	-$231K	–	111
2024 Q2	$231K	Sell	5,066 -46,420	-90%	-$2.16M	0.09%	90
2024 Q1	$2.43M	Buy	51,486 +20,322	+65%	+$873K	1.04%	32
2023 Q4	$1.31M	Buy	31,164 +23,898	+329%	+$1.02M	0.62%	45
2023 Q3	$328K	Sell	7,266 -86	-1%	-$3.76K	0.18%	72
2023 Q2	$298K	Sell	7,352 -1,098	-13%	-$44.7K	0.16%	81
2023 Q1	$350K	Sell	8,450 -5,326	-39%	-$228K	0.2%	80
2022 Q4	$602K	Buy	13,776 +3,094	+29%	+$135K	0.36%	62
2022 Q3	$385K	Sell	10,682 -17,872	-63%	-$676K	0.23%	75
2022 Q2	$1.02M	Sell	28,554 -3,006	-10%	-$121K	0.53%	62
2022 Q1	$1.21M	Buy	31,560 +6,776	+27%	+$235K	0.59%	49
2021 Q4	$688K	Buy	24,784 +1,036	+4%	+$29.3K	0.33%	62
2021 Q3	$619K	Buy	23,748 +11,266	+90%	+$279K	0.37%	57
2021 Q2	$336K	Buy	+12,482	New	+$325K	0.2%	66

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

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

BNC Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 139,285 shares — an estimated $8.53M sold.

BNC Wealth Management first reported a position in XLE in Q2 2021 and held it in 14 quarters. The position peaked at $8.53M in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

BNC Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
BNC Wealth Management sold 139,285 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.53M.
BNC Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 14 quarters.
BNC Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $8.53M in Q1 2026.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.