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

Evoke Wealth’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	–	Sell	-51,197	Closed	-$3.14M	–	679
2026 Q1	$3.14M	Buy	51,197 +24,055	+89%	+$1.29M	0.06%	122
2025 Q4	$1.21M	Buy	27,142 +332	+1%	+$14.8K	0.02%	240
2025 Q3	$1.2M	Buy	26,810 +3,468	+15%	+$152K	0.02%	230
2025 Q2	$990K	Sell	23,342 -1,458	-6%	-$60.7K	0.02%	235
2025 Q1	$1.16M	Sell	24,800 -196,290	-89%	-$8.85M	0.03%	183
2024 Q4	$9.47M	Sell	221,090 -10,196	-4%	-$463K	0.26%	48
2024 Q3	$10.2M	Buy	+231,286	New	+$10.3M	0.28%	47
2024 Q2	–	Sell	-406,762	Closed	-$19.2M	–	402
2024 Q1	$19.2M	Buy	+406,762	New	+$17.5M	0.57%	34
2023 Q4	–	Sell	-24,618	Closed	-$1.11M	–	374
2023 Q3	$1.11M	Sell	24,618 -11,682	-32%	-$511K	0.04%	171
2023 Q2	$1.47M	Sell	36,300 -1,778	-5%	-$72.4K	0.05%	133
2023 Q1	$1.58M	Buy	38,078 +2,534	+7%	+$108K	0.06%	126
2022 Q4	$1.55M	Sell	35,544 -640	-2%	-$27.9K	0.06%	128
2022 Q3	$1.3M	Buy	36,184 +110	+0.3%	+$4.16K	0.05%	130
2022 Q2	$1.29M	Sell	36,074 -804,540	-96%	-$32.3M	0.05%	138
2022 Q1	$32.1M	Sell	840,614 -118	-0%	-$4.09K	1.05%	18
2021 Q4	$23.3M	Buy	840,732 +819,576	+3,874%	+$23.2M	0.74%	24
2021 Q3	$551K	Sell	21,156 -35,528	-63%	-$880K	0.02%	222
2021 Q2	$1.53M	Buy	56,684 +11,818	+26%	+$307K	0.06%	135
2021 Q1	$1.1M	Sell	44,866 -8,054	-15%	-$186K	0.05%	148
2020 Q4	$1M	Buy	52,920 +18,912	+56%	+$326K	0.07%	97
2020 Q3	$509K	Sell	34,008 -1,080	-3%	-$19.2K	0.04%	133
2020 Q2	$664K	Buy	35,088 +21,580	+160%	+$401K	0.06%	91
2020 Q1	$196K	Buy	+13,508	New	+$320K	0.03%	187
2019 Q4	–	Sell	-17,884	Closed	-$529K	–	1491
2019 Q3	$529K	Buy	+17,884	New	+$541K	0.07%	140

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

Evoke Wealth's XLE Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 51,197 shares — an estimated $3.14M sold.

Evoke Wealth first reported a position in XLE in Q3 2019 and held it in 24 quarters. The position peaked at $32.1M in Q1 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Evoke Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 51,197 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.14M.
Evoke Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and held it in 24 quarters.
Evoke Wealth's State Street Energy Select Sector SPDR ETF position peaked at $32.1M 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 Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.