D.B. Root & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

D.B. Root & Company’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	$900K	Sell	16,946 -1,712	-9%	-$97.9K	0.19%	76
2026 Q1	$1.14M	Buy	18,658 +7,632	+69%	+$409K	0.27%	52
2025 Q4	$493K	Buy	11,026 +360	+3%	+$16K	0.12%	107
2025 Q3	$476K	Buy	10,666 +248	+2%	+$10.9K	0.12%	112
2025 Q2	$442K	Sell	10,418 -2,228	-18%	-$92.8K	0.13%	115
2025 Q1	$591K	Sell	12,646 -24	-0.2%	-$1.08K	0.19%	89
2024 Q4	$543K	Buy	12,670 +5,910	+87%	+$269K	0.17%	94
2024 Q3	$297K	Buy	6,760 +736	+12%	+$32.9K	0.1%	140
2024 Q2	$275K	Sell	6,024 -100	-2%	-$4.66K	0.09%	163
2024 Q1	$289K	Sell	6,124 -19,914	-76%	-$855K	0.1%	153
2023 Q4	$1.09M	Sell	26,038 -11,066	-30%	-$473K	0.4%	74
2023 Q3	$1.68M	Sell	37,104 -3,640	-9%	-$159K	0.65%	31
2023 Q2	$1.65M	Sell	40,744 -13,684	-25%	-$557K	0.63%	31
2023 Q1	$2.25M	Sell	54,428 -5,504	-9%	-$235K	0.89%	21
2022 Q4	$2.62M	Buy	59,932 +21,194	+55%	+$923K	1.11%	16
2022 Q3	$1.39M	Sell	38,738 -754	-2%	-$28.5K	0.63%	35
2022 Q2	$1.41M	Hold	39,492	–	–	0.61%	37
2022 Q1	$1.51M	Buy	+39,492	New	+$1.37M	0.56%	38
2020 Q1	–	Sell	-11,364	Closed	-$341K	–	207
2019 Q4	$341K	Sell	11,364 -1,466	-11%	-$43.5K	0.15%	162
2019 Q3	$379K	Sell	12,830 -2,498	-16%	-$75.6K	0.18%	144
2019 Q2	$488K	Buy	+15,328	New	+$491K	0.22%	117
2018 Q3	–	Sell	-25,870	Closed	-$982K	–	217
2018 Q2	$982K	Buy	25,870 +14,564	+129%	+$541K	0.46%	68
2018 Q1	$381K	Buy	11,306 +170	+2%	+$6.02K	0.2%	137
2017 Q4	$402K	Buy	+11,136	New	+$383K	0.34%	75

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

D.B. Root & Company's XLE Position: Q2 2026 in Review

D.B. Root & Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.2% in Q2 2026, selling an estimated $97.9K and leaving 16,946 shares worth $900K. The position accounts for 0.19% of the portfolio, ranked #76.

D.B. Root & Company first reported a position in XLE in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.62M in Q4 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

D.B. Root & Company held 16,946 shares of State Street Energy Select Sector SPDR ETF worth $900K as of Q2 2026.
D.B. Root & Company sold 1,712 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $97.9K.
State Street Energy Select Sector SPDR ETF made up 0.19% of D.B. Root & Company's portfolio in Q2 2026, its #76 holding.
D.B. Root & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 24 quarters since.
D.B. Root & Company's State Street Energy Select Sector SPDR ETF position peaked at $2.62M in Q4 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.