Buck Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Buck Wealth Strategies’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	$2.4M	Buy	45,173 +37,192	+466%	+$2.13M	0.25%	58
2026 Q1	$489K	Sell	7,981 -930	-10%	-$49.9K	0.06%	107
2025 Q4	$398K	Sell	8,911 -789	-8%	-$35.1K	0.05%	116
2025 Q3	$433K	Buy	9,700 +24	+0.2%	+$1.05K	0.06%	126
2025 Q2	$410K	Buy	9,676 +2,632	+37%	+$110K	0.06%	104
2025 Q1	$329K	Buy	+7,044	New	+$318K	0.06%	99
2023 Q4	–	Sell	-252	Closed	-$11.4K	–	348
2023 Q3	$11.4K	Sell	252 -1,494	-86%	-$65.4K	﹤0.01%	192
2023 Q2	$102K	Buy	+1,746	New	+$71.1K	0.04%	52

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

Buck Wealth Strategies's XLE Position: Q2 2026 in Review

Buck Wealth Strategies increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 466% in Q2 2026, buying an estimated $2.13M and bringing the position to 45,173 shares worth $2.4M. The position accounts for 0.25% of the portfolio, ranked #58.

Buck Wealth Strategies first reported a position in XLE in Q2 2023 and has held it in 8 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Buck Wealth Strategies held 45,173 shares of State Street Energy Select Sector SPDR ETF worth $2.4M as of Q2 2026.
Buck Wealth Strategies bought 37,192 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.13M.
State Street Energy Select Sector SPDR ETF made up 0.25% of Buck Wealth Strategies's portfolio in Q2 2026, its #58 holding.
Buck Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.