Destiny Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Destiny Wealth Partners’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	$212K	Hold	3,562	–	–	0.03%	161
2026 Q1	$218K	Buy	+3,562	New	+$191K	0.02%	215
2024 Q1	–	Sell	-4,950	Closed	-$209K	–	169
2023 Q4	$209K	Buy	+4,950	New	+$212K	0.04%	151
2023 Q1	–	Sell	-730	Closed	-$31.9K	–	660
2022 Q4	$31.9K	Sell	730 -244	-25%	-$10.6K	0.01%	347
2022 Q3	$35K	Sell	974 -335,046	-100%	-$12.7M	0.01%	309
2022 Q2	$12M	Buy	336,020 +5,572	+2%	+$224K	2.65%	5
2022 Q1	$12.6M	Buy	330,448 +320,788	+3,321%	+$11.1M	2.46%	9
2021 Q4	$268K	Buy	+9,660	New	+$273K	0.05%	152

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

Destiny Wealth Partners's XLE Position: Q2 2026 in Review

Destiny Wealth Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,562 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #161.

Destiny Wealth Partners first reported a position in XLE in Q4 2021 and has held it in 8 quarters since. The position peaked at $12.6M in Q1 2022. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Destiny Wealth Partners held 3,562 shares of State Street Energy Select Sector SPDR ETF worth $212K as of Q2 2026.
Destiny Wealth Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Destiny Wealth Partners's portfolio in Q2 2026, its #161 holding.
Destiny Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
Destiny Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $12.6M in Q1 2022.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.