Bradley Foster & Sargent’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bradley Foster & Sargent’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	$1.13M	Buy	21,270 +1,268	+6%	+$72.5K	0.02%	291
2026 Q1	$1.23M	Hold	20,002	–	–	0.02%	271
2025 Q4	$894K	Sell	20,002 -2	-0%	-$89	0.01%	309
2025 Q3	$894K	Sell	20,004 -100	-0.5%	-$4.38K	0.01%	310
2025 Q2	$852K	Sell	20,104 -1,292	-6%	-$53.8K	0.01%	312
2025 Q1	$1,000K	Sell	21,396 -692	-3%	-$31.2K	0.02%	272
2024 Q4	$946K	Sell	22,088 -596	-3%	-$27.1K	0.02%	282
2024 Q3	$996K	Sell	22,684 -1,448	-6%	-$64.7K	0.02%	280
2024 Q2	$1.1M	Buy	24,132 +2,204	+10%	+$103K	0.02%	260
2024 Q1	$1.04M	Buy	21,928 +4	+0%	+$172	0.02%	268
2023 Q4	$919K	Sell	21,924 -414	-2%	-$17.7K	0.02%	281
2023 Q3	$907K	Hold	22,338	–	–	0.02%	277
2023 Q2	$907K	Buy	22,338 +2,804	+14%	+$114K	0.02%	277
2023 Q1	$809K	Sell	19,534 -530	-3%	-$22.7K	0.02%	272
2022 Q4	$877K	Sell	20,064 -766	-4%	-$33.3K	0.02%	259
2022 Q3	$750K	Sell	20,830 -20,000	-49%	-$756K	0.02%	264
2022 Q2	$1.46M	Buy	40,830 +14,980	+58%	+$601K	0.04%	204
2022 Q1	$988K	Buy	+25,850	New	+$895K	0.02%	261

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

Bradley Foster & Sargent's XLE Position: Q2 2026 in Review

Bradley Foster & Sargent increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.3% in Q2 2026, buying an estimated $72.5K and bringing the position to 21,270 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #291.

Bradley Foster & Sargent first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.46M in Q2 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bradley Foster & Sargent held 21,270 shares of State Street Energy Select Sector SPDR ETF worth $1.13M as of Q2 2026.
Bradley Foster & Sargent bought 1,268 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $72.5K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Bradley Foster & Sargent's portfolio in Q2 2026, its #291 holding.
Bradley Foster & Sargent first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Bradley Foster & Sargent's State Street Energy Select Sector SPDR ETF position peaked at $1.46M in Q2 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.