Delos Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Delos Wealth Advisors’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	$70.2K	Hold	1,322	–	–	0.04%	112
2026 Q1	$81K	Hold	1,322	–	–	0.05%	110
2025 Q4	$59.1K	Hold	1,322	–	–	0.04%	88
2025 Q3	$59.1K	Hold	1,322	–	–	0.04%	96
2025 Q2	$56.1K	Buy	+1,322	New	+$55.1K	0.04%	89
2025 Q1	–	Sell	-1,322	Closed	-$56.6K	–	196
2024 Q4	$56.6K	Sell	1,322 -40	-3%	-$1.82K	0.05%	73
2024 Q3	$59.8K	Sell	1,362 -40	-3%	-$1.79K	0.05%	78
2024 Q2	$63.9K	Sell	1,402 -340	-20%	-$15.8K	0.06%	75
2024 Q1	$82.2K	Sell	1,742 -222	-11%	-$9.54K	0.09%	58
2023 Q4	$82.3K	Sell	1,964 -3,676	-65%	-$157K	0.12%	49
2023 Q3	$251K	Hold	5,640	–	–	0.3%	41
2023 Q2	$229K	Sell	5,640 -494	-8%	-$20.1K	0.29%	38
2023 Q1	$254K	Sell	6,134 -53,286	-90%	-$2.28M	0.32%	39
2022 Q4	$2.6M	Buy	59,420 +80	+0.1%	+$3.48K	4.01%	10
2022 Q3	$2.14M	Sell	59,340 -778	-1%	-$29.4K	2.56%	18
2022 Q2	$2.15M	Sell	60,118 -31,970	-35%	-$1.28M	2.4%	18
2022 Q1	$3.52M	Sell	92,088 -44,622	-33%	-$1.55M	3.47%	5
2021 Q4	$3.79M	Buy	136,710 +1,920	+1%	+$54.3K	3.61%	6
2021 Q3	$3.51M	Buy	134,790 +78,164	+138%	+$1.94M	3.86%	5
2021 Q2	$1.52M	Buy	+56,626	New	+$1.47M	1.91%	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

Delos Wealth Advisors's XLE Position: Q2 2026 in Review

Delos Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,322 shares worth $70.2K. The position accounts for 0.04% of the portfolio, ranked #112.

Delos Wealth Advisors first reported a position in XLE in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.79M in Q4 2021. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Delos Wealth Advisors held 1,322 shares of State Street Energy Select Sector SPDR ETF worth $70.2K as of Q2 2026.
Delos Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Delos Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Delos Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Delos Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.79M in Q4 2021.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.