Estate Counselors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.32M | Sell |
43,690
-12,570
| -22% | -$719K | 0.2% | 44 |
|
|
2026
Q1 | $3.45M | Buy |
56,260
+14,840
| +36% | +$796K | 0.31% | 33 |
|
|
2025
Q4 | $1.85M | Buy |
41,420
+17,690
| +75% | +$788K | 0.16% | 62 |
|
|
2025
Q3 | $1.06M | Buy |
23,730
+14,800
| +166% | +$648K | 0.09% | 64 |
|
|
2025
Q2 | $379K | Sell |
8,930
-190
| -2% | -$7.91K | 0.04% | 75 |
|
|
2025
Q1 | $426K | Buy |
9,120
+3,820
| +72% | +$172K | 0.04% | 80 |
|
|
2024
Q4 | $227K | Buy |
+5,300
| New | +$241K | 0.02% | 96 |
|
|
2024
Q2 | – | Sell |
-148,740
| Closed | -$7.02M | – | 127 |
|
|
2024
Q1 | $7.02M | Sell |
148,740
-2,610
| -2% | -$112K | 0.8% | 13 |
|
|
2023
Q4 | $6.34M | Sell |
151,350
-204,220
| -57% | -$8.73M | 0.78% | 31 |
|
|
2023
Q3 | $16.1M | Buy |
355,570
+10,930
| +3% | +$478K | 2.14% | 13 |
|
|
2023
Q2 | $14M | Buy |
344,640
+328,860
| +2,084% | +$13.4M | 1.77% | 21 |
|
|
2023
Q1 | $654K | Buy |
15,780
+2,720
| +21% | +$116K | 0.09% | 107 |
|
|
2022
Q4 | $571K | Buy |
13,060
+4,660
| +55% | +$203K | 0.08% | 117 |
|
|
2022
Q3 | $302K | Sell |
8,400
-10,200
| -55% | -$386K | 0.05% | 110 |
|
|
2022
Q2 | $665K | Sell |
18,600
-5,500
| -23% | -$221K | 0.1% | 103 |
|
|
2022
Q1 | $921K | Buy |
24,100
+1,870
| +8% | +$64.8K | 0.12% | 99 |
|
|
2021
Q4 | $616K | Sell |
22,230
-23,640
| -52% | -$668K | 0.07% | 107 |
|
|
2021
Q3 | $1.19M | Sell |
45,870
-57,150
| -55% | -$1.42M | 0.15% | 85 |
|
|
2021
Q2 | $2.77M | Buy |
103,020
+30,590
| +42% | +$795K | 0.36% | 51 |
|
|
2021
Q1 | $1.78M | Buy |
72,430
+60,900
| +528% | +$1.4M | 0.26% | 58 |
|
|
2020
Q4 | $218K | Sell |
11,530
-4,150
| -26% | -$71.5K | 0.03% | 99 |
|
|
2020
Q3 | $235K | Buy |
15,680
+4,280
| +38% | +$76K | 0.04% | 114 |
|
|
2020
Q2 | $215K | Buy |
+11,400
| New | +$212K | 0.03% | 122 |
|
|
2020
Q1 | – | Sell |
-379,340
| Closed | -$11.4M | – | 143 |
|
|
2019
Q4 | $11.4M | Buy |
379,340
+331,500
| +693% | +$9.83M | 1.67% | 26 |
|
|
2019
Q3 | $1.42M | Sell |
47,840
-3,400
| -7% | -$103K | 0.22% | 59 |
|
|
2019
Q2 | $1.63M | Sell |
51,240
-36,460
| -42% | -$1.17M | 0.26% | 57 |
|
|
2019
Q1 | $2.9M | Buy |
87,700
+62,500
| +248% | +$2.01M | 0.5% | 43 |
|
|
2018
Q4 | $723K | Hold |
25,200
| – | – | 0.15% | 55 |
|
|
2018
Q3 | $954K | Buy |
25,200
+260
| +1% | +$9.75K | 0.17% | 51 |
|
|
2018
Q2 | $947K | Sell |
24,940
-560
| -2% | -$20.8K | 0.18% | 51 |
|
|
2018
Q1 | $859K | Sell |
25,500
-280,000
| -92% | -$9.91M | 0.16% | 55 |
|
|
2017
Q4 | $11M | Buy |
305,500
+127,500
| +72% | +$4.39M | 2.21% | 16 |
|
|
2017
Q3 | $6.09M | Buy |
178,000
+78,000
| +78% | +$2.54M | 1.21% | 31 |
|
|
2017
Q2 | $3.25M | Buy |
+100,000
| New | +$3.36M | 0.74% | 39 |
|
|
2017
Q1 | – | Sell |
-132,300
| Closed | -$4.98M | – | 70 |
|
|
2016
Q4 | $4.98M | Buy |
+132,300
| New | +$4.78M | 1.38% | 28 |
|
|
2016
Q2 | – | Sell |
-13,280
| Closed | -$411K | – | 58 |
|
|
2016
Q1 | $411K | Sell |
13,280
-6,840
| -34% | -$198K | 0.18% | 47 |
|
|
2015
Q4 | $607K | Sell |
20,120
-52,470
| -72% | -$1.73M | 0.25% | 56 |
|
|
2015
Q3 | $2.25M | Sell |
72,590
-40,260
| -36% | -$1.36M | 0.91% | 27 |
|
|
2015
Q2 | $4.24M | Sell |
112,850
-80
| -0.1% | -$3.18K | 1.47% | 23 |
|
|
2015
Q1 | $4.38M | Buy |
112,930
+78,920
| +232% | +$3.06M | 1.56% | 23 |
|
|
2014
Q4 | $1.35M | Sell |
34,010
-37,800
| -53% | -$1.57M | 0.48% | 36 |
|
|
2014
Q3 | $3.25M | Buy |
71,810
+100
| +0.1% | +$4.84K | 1.25% | 26 |
|
|
2014
Q2 | $3.59M | Buy |
71,710
+40
| +0.1% | +$1.89K | 1.37% | 25 |
|
|
2014
Q1 | $3.19M | Sell |
71,670
-17,820
| -20% | -$769K | 1.28% | 26 |
|
|
2013
Q4 | $3.96M | Buy |
89,490
+18,896
| +27% | +$814K | 1.76% | 19 |
|
|
2013
Q3 | $2.93M | Buy |
70,594
+11,500
| +19% | +$474K | 1.35% | 24 |
|
|
2013
Q2 | $2.32M | Buy |
+59,094
| New | +$2.34M | 1.18% | 26 |
|
Other funds holding XLE
Estate Counselors's XLE Position: Q2 2026 in Review
Estate Counselors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q2 2026, selling an estimated $719K and leaving 43,690 shares worth $2.32M. The position accounts for 0.2% of the portfolio, ranked #44.
Estate Counselors first reported a position in XLE in Q2 2013 and has held it in 47 quarters since. The position peaked at $16.1M in Q3 2023. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Estate Counselors held 43,690 shares of State Street Energy Select Sector SPDR ETF worth $2.32M as of Q2 2026.
- Estate Counselors sold 12,570 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $719K.
- State Street Energy Select Sector SPDR ETF made up 0.2% of Estate Counselors's portfolio in Q2 2026, its #44 holding.
- Estate Counselors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 47 quarters since.
- Estate Counselors's State Street Energy Select Sector SPDR ETF position peaked at $16.1M in Q3 2023.
- 2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.