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

Elmwood Wealth Management’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	$250K	Sell	4,699 -89	-2%	-$5.09K	0.06%	175
2026 Q1	$293K	Sell	4,788 -41	-0.8%	-$2.2K	0.08%	154
2025 Q4	$216K	Buy	+4,829	New	+$215K	0.07%	161
2020 Q2	–	Sell	-108	Closed	-$3.65K	–	356
2020 Q1	$3.65K	Buy	+108	New	+$2.56K	﹤0.01%	235
2019 Q4	–	Sell	-216	Closed	-$6K	–	253
2019 Q3	$6K	Sell	216 -6	-3%	-$181	0.01%	204
2019 Q2	$7K	Hold	222	–	–	0.01%	211
2019 Q1	$7K	Hold	222	–	–	0.01%	202
2018 Q4	$6K	Buy	222 +114	+106%	+$3.81K	0.01%	217
2018 Q3	$4.1K	Hold	108	–	–	﹤0.01%	241
2018 Q2	$4.11K	Hold	108	–	–	﹤0.01%	231
2018 Q1	$3.65K	Buy	+108	New	+$3.82K	﹤0.01%	235

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

Elmwood Wealth Management's XLE Position: Q2 2026 in Review

Elmwood Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, selling an estimated $5.09K and leaving 4,699 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #175.

Elmwood Wealth Management first reported a position in XLE in Q1 2018 and has held it in 11 quarters since. The position peaked at $293K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Elmwood Wealth Management held 4,699 shares of State Street Energy Select Sector SPDR ETF worth $250K as of Q2 2026.
Elmwood Wealth Management sold 89 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.09K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #175 holding.
Elmwood Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
Elmwood Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $293K 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.