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

Campion 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	$398K	Hold	7,494	–	–	0.24%	56
2026 Q1	$459K	Hold	7,494	–	–	0.31%	52
2025 Q4	$335K	Sell	7,494 -1,180	-14%	-$52.5K	0.23%	61
2025 Q3	$387K	Sell	8,674 -140	-2%	-$6.13K	0.28%	58
2025 Q2	$374K	Sell	8,814 -250	-3%	-$10.4K	0.28%	60
2025 Q1	$424K	Buy	9,064 +244	+3%	+$11K	0.33%	57
2024 Q4	$378K	Sell	8,820 -420	-5%	-$19.1K	0.29%	57
2024 Q3	$406K	Hold	9,240	–	–	0.3%	61
2024 Q2	$421K	Hold	9,240	–	–	0.33%	61
2024 Q1	$436K	Hold	9,240	–	–	0.34%	61
2023 Q4	$387K	Sell	9,240 -320	-3%	-$13.7K	0.33%	62
2023 Q3	$432K	Buy	9,560 +300	+3%	+$13.1K	0.4%	57
2023 Q2	$376K	Buy	9,260 +650	+8%	+$26.5K	0.34%	60
2023 Q1	$357K	Buy	+8,610	New	+$368K	0.34%	64

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

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

Campion Asset Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 7,494 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #56.

Campion Asset Management first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $459K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Campion Asset Management held 7,494 shares of State Street Energy Select Sector SPDR ETF worth $398K as of Q2 2026.
Campion Asset Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.24% of Campion Asset Management's portfolio in Q2 2026, its #56 holding.
Campion Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Campion Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $459K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.