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Boyce & Associates Wealth Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Boyce & Associates Wealth Consulting’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
-8,507
Closed -$521K – 84
2026
Q1 		$521K Buy
+8,507
New +$456K 0.39% 47

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Boyce & Associates Wealth Consulting's XLE Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 8,507 shares — an estimated $521K sold.

Boyce & Associates Wealth Consulting first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $521K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Boyce & Associates Wealth Consulting reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 8,507 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $521K.
  • Boyce & Associates Wealth Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's State Street Energy Select Sector SPDR ETF position peaked at $521K in Q1 2026.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.