Brindle & Bay Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Brindle & Bay Financial 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	$602K	Sell	11,336 -1,863	-14%	-$107K	0.3%	58
2026 Q1	$809K	Buy	+13,199	New	+$708K	0.5%	45

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

Brindle & Bay Financial Advisors's XLE Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $107K and leaving 11,336 shares worth $602K. The position accounts for 0.3% of the portfolio, ranked #58.

Brindle & Bay Financial Advisors first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $809K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Brindle & Bay Financial Advisors held 11,336 shares of State Street Energy Select Sector SPDR ETF worth $602K as of Q2 2026.
Brindle & Bay Financial Advisors sold 1,863 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #58 holding.
Brindle & Bay Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Brindle & Bay Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $809K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.