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

Gilpin Wealth Management’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	$97.4K	Sell	1,834 -20	-1%	-$1.14K	0.07%	186
2026 Q1	$114K	Hold	1,854	–	–	0.09%	159
2025 Q4	$82.9K	Buy	+1,854	New	+$82.6K	0.07%	167

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

Gilpin Wealth Management's XLE Position: Q2 2026 in Review

Gilpin Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q2 2026, selling an estimated $1.14K and leaving 1,834 shares worth $97.4K. The position accounts for 0.07% of the portfolio, ranked #186.

Gilpin Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $114K in Q1 2026. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Gilpin Wealth Management held 1,834 shares of State Street Energy Select Sector SPDR ETF worth $97.4K as of Q2 2026.
Gilpin Wealth Management sold 20 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Gilpin Wealth Management's portfolio in Q2 2026, its #186 holding.
Gilpin Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $114K in Q1 2026.
2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.