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

EPG 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	$2.15M	Buy	40,484 +1,296	+3%	+$74.1K	0.52%	53
2026 Q1	$2.4M	Sell	39,188 -7,743	-16%	-$415K	0.65%	42
2025 Q4	$2.1M	Buy	46,931 +953	+2%	+$42.4K	0.56%	43
2025 Q3	$2.05M	Buy	45,978 +1,330	+3%	+$58.2K	0.57%	46
2025 Q2	$1.89M	Buy	44,648 +790	+2%	+$32.9K	0.57%	45
2025 Q1	$2.05M	Buy	43,858 +518	+1%	+$23.4K	0.57%	40
2024 Q4	$1.86M	Sell	43,340 -5,028	-10%	-$228K	0.49%	49
2024 Q3	$2.12M	Buy	+48,368	New	+$2.16M	0.54%	43
2024 Q2	–	Sell	-55,848	Closed	-$2.6M	–	30
2024 Q1	$2.64M	Sell	55,848 -188	-0.3%	-$8.07K	0.65%	28
2023 Q4	$2.34M	Sell	56,036 -3,448	-6%	-$147K	0.61%	35
2023 Q3	$2.69M	Buy	59,484 +954	+2%	+$41.7K	0.81%	23
2023 Q2	$2.38M	Sell	58,530 -518	-0.9%	-$21.1K	0.7%	28
2023 Q1	$2.45M	Sell	59,048 -2,968	-5%	-$127K	0.77%	26
2022 Q4	$2.71M	Buy	62,016 +2,738	+5%	+$119K	1.03%	21
2022 Q3	$2.13M	Sell	59,278 -32,818	-36%	-$1.24M	0.88%	21
2022 Q2	$3.29M	Sell	92,096 -318	-0.3%	-$12.8K	1.41%	11
2022 Q1	$3.53M	Buy	92,414 +1,240	+1%	+$42.9K	1.22%	13
2021 Q4	$2.53M	Buy	91,174 +14,090	+18%	+$398K	0.89%	24
2021 Q3	$2.01M	Buy	77,084 +1,124	+1%	+$27.8K	0.81%	25
2021 Q2	$2.05M	Buy	+75,960	New	+$1.98M	0.87%	23
2020 Q2	–	Sell	-2,428	Closed	-$35K	–	792
2020 Q1	$35K	Buy	2,428 +212	+10%	+$5.03K	0.03%	329
2019 Q4	$67K	Buy	+2,216	New	+$65.7K	0.05%	196

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

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

EPG Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.3% in Q2 2026, buying an estimated $74.1K and bringing the position to 40,484 shares worth $2.15M. The position accounts for 0.52% of the portfolio, ranked #53.

EPG Wealth Management first reported a position in XLE in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.53M in Q1 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

EPG Wealth Management held 40,484 shares of State Street Energy Select Sector SPDR ETF worth $2.15M as of Q2 2026.
EPG Wealth Management bought 1,296 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $74.1K.
State Street Energy Select Sector SPDR ETF made up 0.52% of EPG Wealth Management's portfolio in Q2 2026, its #53 holding.
EPG Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
EPG Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.53M in Q1 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.