Empowered Funds’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Empowered Funds’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	-351,173	Closed	-$21.5M	–	2305
2026 Q1	$21.5M	Buy	351,173 +345,708	+6,326%	+$18.5M	0.14%	144
2025 Q4	$244K	Buy	+5,465	New	+$243K	﹤0.01%	902
2025 Q3	–	Sell	-40,980	Closed	-$1.74M	–	1962
2025 Q2	$1.74M	Buy	+40,980	New	+$1.71M	0.02%	891
2025 Q1	–	Sell	-40,974	Closed	-$1.75M	–	1813
2024 Q4	$1.75M	Buy	+40,974	New	+$1.86M	0.03%	786
2022 Q2	–	Sell	-94,580	Closed	-$3.62M	–	343
2022 Q1	$3.62M	Sell	94,580 -110,222	-54%	-$3.82M	0.4%	92
2021 Q4	$5.68M	Buy	+204,802	New	+$5.79M	0.64%	32

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

Empowered Funds's XLE Position: Q2 2026 in Review

Empowered Funds sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 351,173 shares — an estimated $21.5M sold.

Empowered Funds first reported a position in XLE in Q4 2021 and held it in 6 quarters. The position peaked at $21.5M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Empowered Funds reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 351,173 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.5M.
Empowered Funds first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Empowered Funds's State Street Energy Select Sector SPDR ETF position peaked at $21.5M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.