Financial & Tax Architects’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial & Tax Architects’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	$1.22M	Sell	23,021 -2,471	-10%	-$141K	0.26%	69
2026 Q1	$1.56M	Sell	25,492 -1,493	-6%	-$80.1K	0.35%	61
2025 Q4	$1.21M	Buy	26,985 +383	+1%	+$17.1K	0.27%	67
2025 Q3	$1.19M	Buy	+26,602	New	+$1.16M	0.26%	65
2025 Q2	–	Sell	-18,332	Closed	-$857K	–	115
2025 Q1	$857K	Buy	18,332 +3,638	+25%	+$164K	0.22%	62
2024 Q4	$629K	Buy	14,694 +1,428	+11%	+$64.9K	0.16%	70
2024 Q3	$582K	Sell	13,266 -812	-6%	-$36.3K	0.15%	72
2024 Q2	$642K	Sell	14,078 -454	-3%	-$21.1K	0.17%	64
2024 Q1	$686K	Sell	14,532 -2,720	-16%	-$117K	0.19%	63
2023 Q4	$723K	Sell	17,252 -2,256	-12%	-$96.5K	0.21%	59
2023 Q3	$882K	Buy	+19,508	New	+$854K	0.27%	47
2023 Q2	–	Sell	-22,248	Closed	-$921K	–	90
2023 Q1	$921K	Sell	22,248 -7,872	-26%	-$337K	0.3%	50
2022 Q4	$1.36M	Sell	30,120 -6,294	-17%	-$274K	0.46%	41
2022 Q3	$1.31M	Sell	36,414 -656	-2%	-$24.8K	0.49%	42
2022 Q2	$1.33M	Sell	37,070 -6,030	-14%	-$242K	0.5%	45
2022 Q1	$1.65M	Sell	43,100 -1,614	-4%	-$55.9K	0.62%	46
2021 Q4	$1.24M	Buy	44,714 +7,454	+20%	+$211K	0.51%	56
2021 Q3	$970K	Buy	37,260 +10,338	+38%	+$256K	0.44%	52
2021 Q2	$725K	Buy	26,922 +5,810	+28%	+$151K	0.36%	62
2021 Q1	$518K	Buy	+21,112	New	+$487K	0.29%	69

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

Financial & Tax Architects's XLE Position: Q2 2026 in Review

Financial & Tax Architects reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.7% in Q2 2026, selling an estimated $141K and leaving 23,021 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #69.

Financial & Tax Architects first reported a position in XLE in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.65M in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial & Tax Architects held 23,021 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q2 2026.
Financial & Tax Architects sold 2,471 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $141K.
State Street Energy Select Sector SPDR ETF made up 0.26% of Financial & Tax Architects's portfolio in Q2 2026, its #69 holding.
Financial & Tax Architects first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Financial & Tax Architects's State Street Energy Select Sector SPDR ETF position peaked at $1.65M in Q1 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.