BSW Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BSW Wealth Partners’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	$210K	Sell	3,956 -869	-18%	-$49.7K	0.02%	313
2026 Q1	$296K	Buy	+4,825	New	+$259K	0.04%	251
2020 Q2	–	Sell	-19,876	Closed	-$289K	–	146
2020 Q1	$289K	Buy	+19,876	New	+$471K	0.12%	83
2014 Q4	–	Sell	-165,640	Closed	-$7.5M	–	59
2014 Q3	$7.5M	Sell	165,640 -9,064	-5%	-$439K	5.88%	5
2014 Q2	$8.74M	Sell	174,704 -2,730	-2%	-$129K	6.89%	4
2014 Q1	$7.9M	Sell	177,434 -4,152	-2%	-$179K	6.39%	4
2013 Q4	$8.04M	Sell	181,586 -13,724	-7%	-$591K	6.42%	4
2013 Q3	$8.1M	Buy	195,310 +9,362	+5%	+$386K	7.04%	4
2013 Q2	$7.28M	Buy	+185,948	New	+$7.37M	6.39%	4

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

BSW Wealth Partners's XLE Position: Q2 2026 in Review

BSW Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $49.7K and leaving 3,956 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #313.

BSW Wealth Partners first reported a position in XLE in Q2 2013 and has held it in 9 quarters since. The position peaked at $8.74M in Q2 2014. 942 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

BSW Wealth Partners held 3,956 shares of State Street Energy Select Sector SPDR ETF worth $210K as of Q2 2026.
BSW Wealth Partners sold 869 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $49.7K.
State Street Energy Select Sector SPDR ETF made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #313 holding.
BSW Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 9 quarters since.
BSW Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $8.74M in Q2 2014.
942 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.