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

Element Wealth’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	–	Sell	-4,918	Closed	-$301K	–	224
2026 Q1	$301K	Buy	+4,918	New	+$264K	0.12%	163
2025 Q1	–	Sell	-400	Closed	-$17.2K	–	293
2024 Q4	$17.2K	Sell	400 -28	-7%	-$1.27K	0.01%	234
2024 Q3	$18.8K	Buy	428 +100	+30%	+$4.47K	0.01%	227
2024 Q2	$14.9K	Hold	328	–	–	0.01%	234
2024 Q1	$15.5K	Buy	328 +28	+9%	+$1.2K	0.01%	221
2023 Q4	$12.6K	Hold	300	–	–	0.01%	216
2023 Q3	$13.6K	Sell	300 -9,738	-97%	-$426K	0.01%	205
2023 Q2	$5.02K	Hold	10,038	–	–	﹤0.01%	219
2023 Q1	$5.02K	Hold	10,038	–	–	﹤0.01%	192
2022 Q4	$5.02K	Hold	10,038	–	–	﹤0.01%	183
2022 Q3	$5K	Hold	10,038	–	–	﹤0.01%	180
2022 Q2	$5K	Hold	10,038	–	–	0.01%	173
2022 Q1	$5K	Hold	10,038	–	–	﹤0.01%	189
2021 Q4	$5K	Hold	10,038	–	–	﹤0.01%	174
2021 Q3	$5K	Hold	10,038	–	–	﹤0.01%	163
2021 Q2	$5K	Hold	10,038	–	–	﹤0.01%	156
2021 Q1	$5K	Hold	10,038	–	–	﹤0.01%	154
2020 Q4	$5K	Hold	10,038	–	–	﹤0.01%	141
2020 Q3	$5K	Hold	10,038	–	–	0.01%	126
2020 Q2	$5K	Buy	10,038 +9,896	+6,969%	+$184K	0.01%	118
2020 Q1	$2K	Buy	+142	New	+$3.37K	﹤0.01%	112

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

Element Wealth's XLE Position: Q2 2026 in Review

Element Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,918 shares — an estimated $301K sold.

Element Wealth first reported a position in XLE in Q1 2020 and held it in 21 quarters. The position peaked at $301K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Element Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Element Wealth sold 4,918 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $301K.
Element Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 21 quarters.
Element Wealth's State Street Energy Select Sector SPDR ETF position peaked at $301K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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