Everett Harris & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Everett Harris & Co’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	$433K	Buy	8,160 +432	+6%	+$24.7K	0.01%	225
2026 Q1	$473K	Hold	7,728	–	–	0.01%	225
2025 Q4	$346K	Buy	7,728 +1,428	+23%	+$63.6K	﹤0.01%	262
2025 Q3	$281K	Sell	6,300 -1,060	-14%	-$46.4K	﹤0.01%	282
2025 Q2	$312K	Sell	7,360 -7,000	-49%	-$292K	﹤0.01%	267
2025 Q1	$671K	Hold	14,360	–	–	0.01%	190
2024 Q4	$615K	Buy	14,360 +1,370	+11%	+$62.3K	0.01%	183
2024 Q3	$570K	Hold	12,990	–	–	0.01%	179
2024 Q2	$592K	Hold	12,990	–	–	0.01%	173
2024 Q1	$613K	Buy	12,990 +150	+1%	+$6.44K	0.01%	171
2023 Q4	$538K	Hold	12,840	–	–	0.01%	167
2023 Q3	$580K	Hold	12,840	–	–	0.01%	160
2023 Q2	$521K	Hold	12,840	–	–	0.01%	169
2023 Q1	$532K	Sell	12,840 -2,000	-13%	-$85.5K	0.01%	171
2022 Q4	$649K	Buy	14,840 +400	+3%	+$17.4K	0.01%	154
2022 Q3	$520K	Sell	14,440 -156	-1%	-$5.9K	0.01%	163
2022 Q2	$522K	Sell	14,596 -9,000	-38%	-$361K	0.01%	174
2022 Q1	$902K	Buy	23,596 +5,256	+29%	+$182K	0.01%	150
2021 Q4	$509K	Buy	18,340 +800	+5%	+$22.6K	0.01%	185
2021 Q3	$457K	Buy	+17,540	New	+$435K	0.01%	185

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

Everett Harris & Co's XLE Position: Q2 2026 in Review

Everett Harris & Co increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.6% in Q2 2026, buying an estimated $24.7K and bringing the position to 8,160 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #225.

Everett Harris & Co first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $902K in Q1 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Everett Harris & Co held 8,160 shares of State Street Energy Select Sector SPDR ETF worth $433K as of Q2 2026.
Everett Harris & Co bought 432 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24.7K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #225 holding.
Everett Harris & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Everett Harris & Co's State Street Energy Select Sector SPDR ETF position peaked at $902K in Q1 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.