Brave Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Brave Asset 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	$268K	Sell	5,044 -1,028	-17%	-$58.8K	0.06%	124
2026 Q1	$372K	Buy	6,072 +1,034	+21%	+$55.5K	0.09%	106
2025 Q4	$225K	Hold	5,038	–	–	0.05%	137
2025 Q3	$225K	Hold	5,038	–	–	0.05%	136
2025 Q2	$214K	Sell	5,038 -2,232	-31%	-$93K	0.06%	135
2025 Q1	$340K	Buy	7,270 +2,326	+47%	+$105K	0.11%	94
2024 Q4	$212K	Sell	4,944 -102	-2%	-$4.63K	0.07%	133
2024 Q3	$222K	Sell	5,046 -4,366	-46%	-$195K	0.05%	131
2024 Q2	$429K	Buy	9,412 +4,468	+90%	+$208K	0.11%	80
2024 Q1	$233K	Buy	+4,944	New	+$212K	0.06%	118
2021 Q4	–	Sell	-8,108	Closed	-$211K	–	162
2021 Q3	$211K	Hold	8,108	–	–	0.06%	129
2021 Q2	$218K	Buy	+8,108	New	+$211K	0.06%	131
2019 Q1	–	Sell	-1,550	Closed	-$44K	–	166
2018 Q4	$44K	Buy	+1,550	New	+$51.9K	0.03%	138
2018 Q1	–	Sell	-2,072	Closed	-$75K	–	186
2017 Q4	$75K	Buy	+2,072	New	+$71.3K	0.04%	157
2017 Q3	–	Sell	-14,672	Closed	-$476K	–	158
2017 Q2	$476K	Sell	14,672 -1,560	-10%	-$52.4K	0.25%	86
2017 Q1	$567K	Sell	16,232 -2,756	-15%	-$99.6K	0.33%	80
2016 Q4	$715K	Buy	18,988 +100	+0.5%	+$3.62K	0.46%	64
2016 Q3	$667K	Sell	18,888 -2,400	-11%	-$82.2K	0.43%	67
2016 Q2	$726K	Sell	21,288 -960	-4%	-$31.7K	0.49%	56
2016 Q1	$688K	Hold	22,248	–	–	0.48%	58
2015 Q4	$671K	Buy	22,248 +1,656	+8%	+$54.5K	0.45%	62
2015 Q3	$630K	Hold	20,592	–	–	0.48%	63
2015 Q2	$774K	Hold	20,592	–	–	0.54%	57
2015 Q1	$799K	Buy	20,592 +19,360	+1,571%	+$750K	0.56%	55
2014 Q4	$49K	Sell	1,232 -1,768	-59%	-$73.5K	0.04%	227
2014 Q3	$136K	Hold	3,000	–	–	0.1%	148
2014 Q2	$150K	Hold	3,000	–	–	0.11%	140
2014 Q1	$134K	Hold	3,000	–	–	0.11%	143
2013 Q4	$133K	Buy	+3,000	New	+$129K	0.11%	143

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Brave Asset Management's XLE Position: Q2 2026 in Review

Brave Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q2 2026, selling an estimated $58.8K and leaving 5,044 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #124.

Brave Asset Management first reported a position in XLE in Q4 2013 and has held it in 29 quarters since. The position peaked at $799K in Q1 2015. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Brave Asset Management held 5,044 shares of State Street Energy Select Sector SPDR ETF worth $268K as of Q2 2026.
Brave Asset Management sold 1,028 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $58.8K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Brave Asset Management's portfolio in Q2 2026, its #124 holding.
Brave Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
Brave Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $799K in Q1 2015.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.