Diligent Investors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Diligent Investors’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	$757K	Buy	14,254 +450	+3%	+$25.7K	0.17%	166
2026 Q1	$846K	Sell	13,804 -500	-3%	-$26.8K	0.21%	133
2025 Q4	$640K	Sell	14,304 -250	-2%	-$11.1K	0.16%	165
2025 Q3	$650K	Sell	14,554 -140	-1%	-$6.13K	0.16%	157
2025 Q2	$623K	Sell	14,694 -912	-6%	-$38K	0.15%	168
2025 Q1	$729K	Sell	15,606 -7,778	-33%	-$351K	0.18%	153
2024 Q4	$1M	Buy	23,384 +1,154	+5%	+$52.4K	0.23%	125
2024 Q3	$976K	Sell	22,230 -16	-0.1%	-$715	0.23%	127
2024 Q2	$1.01M	Buy	22,246 +602	+3%	+$28K	0.25%	117
2024 Q1	$1.02M	Buy	21,644 +500	+2%	+$21.5K	0.26%	112
2023 Q4	$886K	Buy	21,144 +400	+2%	+$17.1K	0.24%	108
2023 Q3	$938K	Hold	20,744	–	–	0.29%	95
2023 Q2	$842K	Hold	20,744	–	–	0.25%	102
2023 Q1	$859K	Hold	20,744	–	–	0.27%	95
2022 Q4	$907K	Hold	20,744	–	–	0.3%	81
2022 Q3	$747K	Hold	20,744	–	–	0.27%	94
2022 Q2	$742K	Buy	20,744 +14	+0.1%	+$562	0.25%	96
2022 Q1	$792K	Buy	20,730 +2,400	+13%	+$83.1K	0.23%	104
2021 Q4	$509K	Buy	18,330 +5,150	+39%	+$146K	0.14%	149
2021 Q3	$355K	Hold	13,180	–	–	0.12%	159
2021 Q2	$355K	Buy	13,180 +80	+0.6%	+$2.08K	0.12%	160
2021 Q1	$321K	Sell	13,100 -2,000	-13%	-$46.1K	0.12%	164
2020 Q4	$286K	Buy	+15,100	New	+$260K	0.11%	161

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

Diligent Investors's XLE Position: Q2 2026 in Review

Diligent Investors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.3% in Q2 2026, buying an estimated $25.7K and bringing the position to 14,254 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #166.

Diligent Investors first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Diligent Investors held 14,254 shares of State Street Energy Select Sector SPDR ETF worth $757K as of Q2 2026.
Diligent Investors bought 450 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $25.7K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Diligent Investors's portfolio in Q2 2026, its #166 holding.
Diligent Investors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Diligent Investors's State Street Energy Select Sector SPDR ETF position peaked at $1.02M in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.