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Global Wealth Strategies & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Global Wealth Strategies & Associates’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
-2,066
Closed -$127K – 486
2026
Q1 		$127K Sell
2,066
-366
-15% -$19.6K 0.03% 102
2025
Q4 		$109K Buy
2,432
+246
+11% +$11K 0.03% 94
2025
Q3 		$97.7K Sell
2,186
-796
-27% -$34.9K 0.03% 103
2025
Q2 		$126K Sell
2,982
-800
-21% -$33.3K 0.04% 65
2025
Q1 		$177K Sell
3,782
-17,234
-82% -$777K 0.05% 56
2024
Q4 		$900K Sell
21,016
-5,982
-22% -$272K 0.28% 25
2024
Q3 		$1.19M Sell
26,998
-59,598
-69% -$2.66M 0.39% 21
2024
Q2 		$3.95M Buy
86,596
+3,060
+4% +$143K 1.42% 14
2024
Q1 		$3.94M Buy
83,536
+3,650
+5% +$157K 1.48% 14
2023
Q4 		$3.35M Buy
79,886
+3,226
+4% +$138K 1.39% 13
2023
Q3 		$3.46M Sell
76,660
-6,432
-8% -$281K 1.62% 18
2023
Q2 		$3.37M Buy
83,092
+4,794
+6% +$195K 1.58% 18
2023
Q1 		$3.24M Buy
78,298
+5,640
+8% +$241K 1.67% 18
2022
Q4 		$3.18M Buy
+72,658
New +$3.16M 1.84% 19

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

Global Wealth Strategies & Associates's XLE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 2,066 shares — an estimated $127K sold.

Global Wealth Strategies & Associates first reported a position in XLE in Q4 2022 and held it in 14 quarters. The position peaked at $3.95M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2,066 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
  • Global Wealth Strategies & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's State Street Energy Select Sector SPDR ETF position peaked at $3.95M in Q2 2024.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.