Bruce G. Allen Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bruce G. Allen Investments’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	$421K	Sell	7,923 -42	-0.5%	-$2.4K	0.27%	43
2026 Q1	$488K	Sell	7,965 -320	-4%	-$17.2K	0.32%	41
2025 Q4	$370K	Buy	8,285 +133	+2%	+$5.92K	0.25%	46
2025 Q3	$364K	Buy	8,152 +46	+0.6%	+$2.01K	0.26%	44
2025 Q2	$344K	Sell	8,106 -754	-9%	-$31.4K	0.26%	44
2025 Q1	$414K	Sell	8,860 -384	-4%	-$17.3K	0.33%	38
2024 Q4	$396K	Buy	9,244 +56	+0.6%	+$2.54K	0.32%	43
2024 Q3	$403K	Buy	9,188 +28	+0.3%	+$1.25K	0.31%	43
2024 Q2	$417K	Sell	9,160 -1,284	-12%	-$59.8K	0.35%	40
2024 Q1	$493K	Sell	10,444 -272	-3%	-$11.7K	0.41%	37
2023 Q4	$449K	Buy	+10,716	New	+$458K	0.41%	35

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

Bruce G. Allen Investments's XLE Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.53% in Q2 2026, selling an estimated $2.4K and leaving 7,923 shares worth $421K. The position accounts for 0.27% of the portfolio, ranked #43.

Bruce G. Allen Investments first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $493K in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bruce G. Allen Investments held 7,923 shares of State Street Energy Select Sector SPDR ETF worth $421K as of Q2 2026.
Bruce G. Allen Investments sold 42 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.4K.
State Street Energy Select Sector SPDR ETF made up 0.27% of Bruce G. Allen Investments's portfolio in Q2 2026, its #43 holding.
Bruce G. Allen Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's State Street Energy Select Sector SPDR ETF position peaked at $493K in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.