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Evergreen Wealth Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evergreen Wealth 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 		$269K Buy
4,399
+310
+8% +$17.7K 0.01% 444
2026
Q1 		$251K Buy
+4,089
New +$219K 0.02% 360

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Evergreen Wealth Solutions's XLE Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.6% in Q2 2026, buying an estimated $17.7K and bringing the position to 4,399 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #444.

Evergreen Wealth Solutions first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Evergreen Wealth Solutions held 4,399 shares of State Street Energy Select Sector SPDR ETF worth $269K as of Q2 2026.
  • Evergreen Wealth Solutions bought 310 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $17.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #444 holding.
  • Evergreen Wealth Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.