Essential Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Essential Partners’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	$1.96M	Buy	36,908 +2,966	+9%	+$170K	0.9%	14
2026 Q1	$2.08M	Buy	33,942 +910	+3%	+$48.8K	0.7%	21
2025 Q4	$1.48M	Buy	33,032 +9,872	+43%	+$440K	0.45%	48
2025 Q3	$1.03M	Buy	23,160 +274	+1%	+$12K	0.34%	79
2025 Q2	$971K	Buy	+22,886	New	+$953K	0.39%	72

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

Essential Partners's XLE Position: Q2 2026 in Review

Essential Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.7% in Q2 2026, buying an estimated $170K and bringing the position to 36,908 shares worth $1.96M. The position accounts for 0.9% of the portfolio, ranked #14.

Essential Partners first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Essential Partners held 36,908 shares of State Street Energy Select Sector SPDR ETF worth $1.96M as of Q2 2026.
Essential Partners bought 2,966 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $170K.
State Street Energy Select Sector SPDR ETF made up 0.9% of Essential Partners's portfolio in Q2 2026, its #14 holding.
Essential Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Essential Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.08M in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.