Encompass More Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Encompass More Asset 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	$4.13M	Sell	77,699 -2,503	-3%	-$143K	0.6%	37
2026 Q1	$4.91M	Buy	80,202 +64,179	+401%	+$3.44M	0.82%	29
2025 Q4	$716K	Sell	16,023 -7,065	-31%	-$315K	0.13%	119
2025 Q3	$1.03M	Buy	23,088 +13,788	+148%	+$604K	0.2%	95
2025 Q2	$394K	Buy	9,300 +390	+4%	+$16.2K	0.09%	139
2025 Q1	$416K	Sell	8,910 -43,448	-83%	-$1.96M	0.12%	127
2024 Q4	$2.24M	Sell	52,358 -56,286	-52%	-$2.56M	0.74%	36
2024 Q3	$4.77M	Buy	108,644 +96,272	+778%	+$4.3M	1.82%	9
2024 Q2	$564K	Buy	12,372 +1,066	+9%	+$49.7K	0.4%	51
2024 Q1	$534K	Sell	11,306 -274	-2%	-$11.8K	0.44%	53
2023 Q4	$485K	Buy	+11,580	New	+$495K	0.55%	50

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Encompass More Asset Management's XLE Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q2 2026, selling an estimated $143K and leaving 77,699 shares worth $4.13M. The position accounts for 0.6% of the portfolio, ranked #37.

Encompass More Asset Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.91M in Q1 2026. 518 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Encompass More Asset Management held 77,699 shares of State Street Energy Select Sector SPDR ETF worth $4.13M as of Q2 2026.
Encompass More Asset Management sold 2,503 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $143K.
State Street Energy Select Sector SPDR ETF made up 0.6% of Encompass More Asset Management's portfolio in Q2 2026, its #37 holding.
Encompass More Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Encompass More Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $4.91M in Q1 2026.
518 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.