Burford Brothers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Burford Brothers’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	$831K	Sell	15,643 -215	-1%	-$12.3K	0.3%	75
2026 Q1	$971K	Buy	15,858 +464	+3%	+$24.9K	0.4%	58
2025 Q4	$688K	Buy	15,394 +72	+0.5%	+$3.21K	0.28%	85
2025 Q3	$684K	Buy	15,322 +1,712	+13%	+$75K	0.29%	85
2025 Q2	$577K	Sell	13,610 -2,684	-16%	-$112K	0.26%	90
2025 Q1	$761K	Sell	16,294 -2,394	-13%	-$108K	0.37%	65
2024 Q4	$800K	Buy	18,688 +1,630	+10%	+$74.1K	0.39%	59
2024 Q3	$749K	Sell	17,058 -1,708	-9%	-$76.3K	0.39%	62
2024 Q2	$855K	Buy	18,766 +1,548	+9%	+$72.1K	0.5%	49
2024 Q1	$813K	Sell	17,218 -532	-3%	-$22.9K	0.53%	46
2023 Q4	$744K	Buy	+17,750	New	+$759K	0.53%	49

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

Burford Brothers's XLE Position: Q2 2026 in Review

Burford Brothers reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, selling an estimated $12.3K and leaving 15,643 shares worth $831K. The position accounts for 0.3% of the portfolio, ranked #75.

Burford Brothers first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $971K in Q1 2026. 2,041 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Burford Brothers held 15,643 shares of State Street Energy Select Sector SPDR ETF worth $831K as of Q2 2026.
Burford Brothers sold 215 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12.3K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Burford Brothers's portfolio in Q2 2026, its #75 holding.
Burford Brothers first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's State Street Energy Select Sector SPDR ETF position peaked at $971K in Q1 2026.
2,041 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.