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

Comprehensive 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	$1.71M	Buy	32,273 +28,739	+813%	+$1.64M	0.78%	22
2026 Q1	$216K	Sell	3,534 -1,508	-30%	-$80.9K	0.11%	39
2025 Q4	$225K	Sell	5,042 -292	-5%	-$13K	0.13%	40
2025 Q3	$238K	Sell	5,334 -176	-3%	-$7.71K	0.17%	38
2025 Q2	$234K	Buy	+5,510	New	+$229K	0.19%	39
2024 Q2	–	Sell	-14,194	Closed	-$670K	–	41
2024 Q1	$670K	Buy	14,194 +1,154	+9%	+$49.6K	0.52%	16
2023 Q4	$547K	Sell	13,040 -588	-4%	-$25.1K	0.49%	21
2023 Q3	$616K	Buy	13,628 +82	+0.6%	+$3.59K	0.58%	18
2023 Q2	$550K	Buy	13,546 +1,490	+12%	+$60.7K	0.48%	22
2023 Q1	$499K	Buy	+12,056	New	+$515K	0.41%	23

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

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

Comprehensive Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 813% in Q2 2026, buying an estimated $1.64M and bringing the position to 32,273 shares worth $1.71M. The position accounts for 0.78% of the portfolio, ranked #22.

Comprehensive Wealth Management first reported a position in XLE in Q1 2023 and has held it in 10 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Comprehensive Wealth Management held 32,273 shares of State Street Energy Select Sector SPDR ETF worth $1.71M as of Q2 2026.
Comprehensive Wealth Management bought 28,739 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64M.
State Street Energy Select Sector SPDR ETF made up 0.78% of Comprehensive Wealth Management's portfolio in Q2 2026, its #22 holding.
Comprehensive Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 10 quarters since.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.