Chicago Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Chicago Wealth 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	$4.42M	Buy	+83,157	New	+$4.75M	1.57%	24
2024 Q2	–	Sell	-59,930	Closed	-$2.83M	–	54
2024 Q1	$2.83M	Sell	59,930 -74,488	-55%	-$3.2M	1.68%	19
2023 Q4	$5.63M	Buy	134,418 +112,898	+525%	+$4.83M	3.85%	14
2023 Q3	$973K	Sell	21,520 -106,184	-83%	-$4.65M	0.77%	20
2023 Q2	$5.18M	Sell	127,704 -126,556	-50%	-$5.15M	3.95%	12
2023 Q1	$10.5M	Buy	254,260 +8,302	+3%	+$355K	8.37%	1
2022 Q4	$10.8M	Buy	245,958 +3,672	+2%	+$160K	9.27%	3
2022 Q3	$8.72M	Buy	242,286 +10,958	+5%	+$414K	8.35%	5
2022 Q2	$8.27M	Sell	231,328 -2,754	-1%	-$110K	7.39%	6
2022 Q1	$8.95M	Buy	+234,082	New	+$8.11M	6.01%	3
2021 Q1	–	Sell	-279,454	Closed	-$5.3M	–	43
2020 Q4	$5.3M	Sell	279,454 -9,874	-3%	-$170K	4.9%	11
2020 Q3	$4.33M	Buy	289,328 +12,212	+4%	+$217K	4.9%	13
2020 Q2	$5.24M	Buy	+277,116	New	+$5.15M	6.41%	8

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

Chicago Wealth Management's XLE Position: Q2 2026 in Review

Chicago Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 83,157 shares worth $4.42M. The stake represents 1.57% of the portfolio and ranks #24 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in XLE as recently as Q1 2024.

Chicago Wealth Management first reported a position in XLE in Q2 2020 and has held it in 13 quarters since. The position peaked at $10.8M in Q4 2022. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Chicago Wealth Management held 83,157 shares of State Street Energy Select Sector SPDR ETF worth $4.42M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Chicago Wealth Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 1.57% of Chicago Wealth Management's portfolio in Q2 2026, its #24 holding.
Chicago Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 13 quarters since.
Chicago Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $10.8M in Q4 2022.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.