Golden State Equity Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Golden State Equity Partners’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	-75,323	Closed	-$4.61M	–	1771
2026 Q1	$4.61M	Buy	75,323 +41,890	+125%	+$2.25M	0.35%	55
2025 Q4	$1.49M	Buy	33,433 +6,599	+25%	+$294K	0.24%	89
2025 Q3	$1.2M	Sell	26,834 -1,320	-5%	-$57.8K	0.2%	123
2025 Q2	$1.19M	Buy	28,154 +570	+2%	+$23.7K	0.22%	108
2025 Q1	$1.29M	Sell	27,584 -182	-0.7%	-$8.21K	0.26%	99
2024 Q4	$1.19M	Buy	27,766 +1,218	+5%	+$55.4K	0.23%	112
2024 Q3	$1.17M	Sell	26,548 -1,976	-7%	-$88.3K	0.18%	120
2024 Q2	$1.3M	Buy	+28,524	New	+$1.33M	0.27%	88
2023 Q4	$1.18M	Sell	28,052 -1,576	-5%	-$67.4K	0.29%	90
2023 Q3	$1.34M	Buy	29,628 +2,064	+7%	+$90.3K	0.37%	69
2023 Q2	$1.12M	Buy	+27,564	New	+$1.12M	0.31%	78
2021 Q2	–	Sell	-29,302	Closed	-$719K	–	285
2021 Q1	$719K	Buy	+29,302	New	+$676K	0.41%	71

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

Golden State Equity Partners's XLE Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 75,323 shares — an estimated $4.61M sold.

Golden State Equity Partners first reported a position in XLE in Q1 2021 and held it in 12 quarters. The position peaked at $4.61M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Golden State Equity Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 75,323 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.61M.
Golden State Equity Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
Golden State Equity Partners's State Street Energy Select Sector SPDR ETF position peaked at $4.61M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.