Enclave Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Enclave Advisors’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	$6.37M	Sell	119,936 -14,155	-11%	-$809K	0.81%	30
2026 Q1	$8.21M	Sell	134,091 -46,536	-26%	-$2.5M	1.13%	24
2025 Q4	$8.08M	Sell	180,627 -59,699	-25%	-$2.66M	1.14%	24
2025 Q3	$10.7M	Sell	240,326 -49,530	-17%	-$2.17M	1.64%	19
2025 Q2	$12.3M	Sell	289,856 -77,436	-21%	-$3.23M	1.99%	14
2025 Q1	$17.2M	Sell	367,292 -49,716	-12%	-$2.24M	2.93%	7
2024 Q4	$17.9M	Sell	417,008 -62,482	-13%	-$2.84M	2.94%	8
2024 Q3	$21M	Buy	+479,490	New	+$21.4M	3.57%	7

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

Enclave Advisors's XLE Position: Q2 2026 in Review

Enclave Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, selling an estimated $809K and leaving 119,936 shares worth $6.37M. The position accounts for 0.81% of the portfolio, ranked #30.

Enclave Advisors first reported a position in XLE in Q3 2024 and has held it in 8 quarters since. The position peaked at $21M in Q3 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Enclave Advisors held 119,936 shares of State Street Energy Select Sector SPDR ETF worth $6.37M as of Q2 2026.
Enclave Advisors sold 14,155 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $809K.
State Street Energy Select Sector SPDR ETF made up 0.81% of Enclave Advisors's portfolio in Q2 2026, its #30 holding.
Enclave Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's State Street Energy Select Sector SPDR ETF position peaked at $21M in Q3 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.