Dynamic Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dynamic Wealth Strategies’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	$148K	Sell	2,794 -54	-2%	-$3.09K	0.08%	95
2026 Q1	$174K	Buy	2,848 +1,496	+111%	+$80.2K	0.1%	87
2025 Q4	$60.4K	Buy	1,352 +800	+145%	+$35.6K	0.04%	133
2025 Q3	$24.7K	Sell	552 -4	-0.7%	-$175	0.02%	162
2025 Q2	$23.6K	Sell	556 -2,196	-80%	-$91.5K	0.02%	159
2025 Q1	$129K	Sell	2,752 -2,424	-47%	-$109K	0.11%	90
2024 Q4	$222K	Sell	5,176 -1,306	-20%	-$59.4K	0.2%	59
2024 Q3	$285K	Sell	6,482 -630	-9%	-$28.2K	0.23%	47
2024 Q2	$324K	Sell	7,112 -5,652	-44%	-$263K	0.28%	40
2024 Q1	$603K	Sell	12,764 -1,086	-8%	-$46.6K	0.52%	30
2023 Q4	$581K	Buy	+13,850	New	+$592K	0.53%	26

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

Dynamic Wealth Strategies's XLE Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, selling an estimated $3.09K and leaving 2,794 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #95.

Dynamic Wealth Strategies first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $603K in Q1 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Dynamic Wealth Strategies held 2,794 shares of State Street Energy Select Sector SPDR ETF worth $148K as of Q2 2026.
Dynamic Wealth Strategies sold 54 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.09K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #95 holding.
Dynamic Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $603K in Q1 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.