Envestnet Portfolio Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Envestnet Portfolio Solutions’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	$5.73M	Buy	107,973 +52,178	+94%	+$2.98M	0.03%	308
2026 Q1	$3.42M	Sell	55,795 -3,930	-7%	-$211K	0.02%	355
2025 Q4	$2.67M	Buy	59,725 +6,165	+12%	+$275K	0.01%	486
2025 Q3	$2.39M	Buy	53,560 +33,610	+168%	+$1.47M	0.01%	494
2025 Q2	$846K	Buy	19,950 +1,094	+6%	+$45.6K	﹤0.01%	863
2025 Q1	$881K	Sell	18,856 -166,454	-90%	-$7.51M	﹤0.01%	840
2024 Q4	$7.94M	Sell	185,310 -128,780	-41%	-$5.85M	0.03%	290
2024 Q3	$13.8M	Buy	314,090 +93,546	+42%	+$4.18M	0.04%	201
2024 Q2	$10.1M	Buy	220,544 +88,746	+67%	+$4.13M	0.04%	231
2024 Q1	$6.22M	Sell	131,798 -19,450	-13%	-$835K	0.02%	326
2023 Q4	$6.34M	Buy	151,248 +42,830	+40%	+$1.83M	0.03%	276
2023 Q3	$4.9M	Buy	+108,418	New	+$4.74M	0.02%	311

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

Envestnet Portfolio Solutions's XLE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 94% in Q2 2026, buying an estimated $2.98M and bringing the position to 107,973 shares worth $5.73M. The position accounts for 0.03% of the portfolio, ranked #308.

Envestnet Portfolio Solutions first reported a position in XLE in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q3 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Envestnet Portfolio Solutions held 107,973 shares of State Street Energy Select Sector SPDR ETF worth $5.73M as of Q2 2026.
Envestnet Portfolio Solutions bought 52,178 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.98M.
State Street Energy Select Sector SPDR ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #308 holding.
Envestnet Portfolio Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street Energy Select Sector SPDR ETF position peaked at $13.8M in Q3 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.