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Byrne Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Byrne Asset Management’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 		$96.2K Sell
1,811
-158
-8% -$9.03K 0.05% 246
2026
Q1 		$121K Sell
1,969
-178
-8% -$9.55K 0.07% 201
2025
Q4 		$96K Buy
2,147
+59
+3% +$2.63K 0.05% 230
2025
Q3 		$93.3K Buy
2,088
+376
+22% +$16.5K 0.06% 170
2025
Q2 		$72.6K Buy
1,712
+276
+19% +$11.5K 0.05% 181
2025
Q1 		$67.1K Buy
1,436
+182
+15% +$8.21K 0.05% 179
2024
Q4 		$53.7K Buy
1,254
+76
+6% +$3.45K 0.04% 187
2024
Q3 		$51.7K Buy
1,178
+4
+0.3% +$179 0.04% 193
2024
Q2 		$53.3K Buy
1,174
+12
+1% +$559 0.04% 191
2024
Q1 		$54.9K Buy
1,162
+178
+18% +$7.65K 0.04% 194
2023
Q4 		$42K Sell
984
-24
-2% -$1.03K 0.03% 207
2023
Q3 		$46K Buy
1,008
+114
+13% +$4.99K 0.04% 193
2023
Q2 		$36K Sell
894
-36
-4% -$1.47K 0.02% 268
2023
Q1 		$39K Buy
930
+138
+17% +$5.9K 0.03% 245
2022
Q4 		$34.6K Buy
792
+68
+9% +$2.96K 0.03% 259
2022
Q3 		$26K Buy
724
+18
+3% +$681 0.02% 265
2022
Q2 		$25K Buy
706
+68
+11% +$2.73K 0.02% 248
2022
Q1 		$24K Buy
638
+132
+26% +$4.57K 0.02% 290
2021
Q4 		$14K Buy
+506
New +$14.3K 0.01% 342

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Byrne Asset Management's XLE Position: Q2 2026 in Review

Byrne Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8% in Q2 2026, selling an estimated $9.03K and leaving 1,811 shares worth $96.2K. The position accounts for 0.05% of the portfolio, ranked #246.

Byrne Asset Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $121K in Q1 2026. 624 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Byrne Asset Management held 1,811 shares of State Street Energy Select Sector SPDR ETF worth $96.2K as of Q2 2026.
  • Byrne Asset Management sold 158 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $9.03K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Byrne Asset Management's portfolio in Q2 2026, its #246 holding.
  • Byrne Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $121K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.