Builder Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Builder Investment Group’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	$428K	Sell	8,050 -800	-9%	-$45.7K	0.08%	84
2026 Q1	$542K	Sell	8,850 -30	-0.3%	-$1.61K	0.12%	71
2025 Q4	$397K	Sell	8,880 -270	-3%	-$12K	0.09%	77
2025 Q3	$409K	Sell	9,150 -10,400	-53%	-$455K	0.09%	74
2025 Q2	$829K	Sell	19,550 -400	-2%	-$16.7K	0.2%	52
2025 Q1	$932K	Sell	19,950 -1,600	-7%	-$72.1K	0.26%	48
2024 Q4	$923K	Sell	21,550 -300	-1%	-$13.6K	0.25%	48
2024 Q3	$959K	Hold	21,850	–	–	0.26%	49
2024 Q2	$996K	Buy	+21,850	New	+$1.02M	0.27%	46

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

Builder Investment Group's XLE Position: Q2 2026 in Review

Builder Investment Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9% in Q2 2026, selling an estimated $45.7K and leaving 8,050 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #84.

Builder Investment Group first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $996K in Q2 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Builder Investment Group held 8,050 shares of State Street Energy Select Sector SPDR ETF worth $428K as of Q2 2026.
Builder Investment Group sold 800 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $45.7K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Builder Investment Group's portfolio in Q2 2026, its #84 holding.
Builder Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Builder Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $996K in Q2 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.