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

Golden State 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	$675K	Sell	12,718 -1,429	-10%	-$81.7K	0.06%	241
2026 Q1	$867K	Sell	14,147 -912	-6%	-$48.9K	0.09%	176
2025 Q4	$673K	Buy	15,059 +367	+2%	+$16.3K	0.07%	209
2025 Q3	$656K	Buy	14,692 +1,030	+8%	+$45.1K	0.07%	203
2025 Q2	$579K	Sell	13,662 -2,944	-18%	-$123K	0.07%	202
2025 Q1	$776K	Sell	16,606 -4,126	-20%	-$186K	0.12%	150
2024 Q4	$888K	Buy	+20,732	New	+$942K	0.13%	128
2022 Q1	–	Sell	-18,230	Closed	-$506K	–	373
2021 Q4	$506K	Sell	18,230 -290	-2%	-$8.19K	0.09%	206
2021 Q3	$482K	Buy	18,520 +348	+2%	+$8.62K	0.1%	169
2021 Q2	$489K	Buy	18,172 +6,290	+53%	+$164K	0.11%	164
2021 Q1	$291K	Buy	+11,882	New	+$274K	0.1%	154
2020 Q4	–	Sell	-2,158	Closed	-$32K	–	428
2020 Q3	$32K	Buy	+2,158	New	+$38.3K	0.01%	359
2020 Q2	–	Sell	-2,146	Closed	-$31K	–	938
2020 Q1	$31K	Buy	+2,146	New	+$50.9K	0.01%	439
2019 Q4	–	Sell	-3,726	Closed	-$110K	–	984
2019 Q3	$110K	Sell	3,726 -1,190	-24%	-$36K	0.04%	305
2019 Q2	$156K	Sell	4,916 -2,228	-31%	-$71.3K	0.05%	260
2019 Q1	$236K	Buy	+7,144	New	+$229K	0.08%	204

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 Wealth Management's XLE Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $81.7K and leaving 12,718 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #241.

Golden State Wealth Management first reported a position in XLE in Q1 2019 and has held it in 16 quarters since. The position peaked at $888K in Q4 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Golden State Wealth Management held 12,718 shares of State Street Energy Select Sector SPDR ETF worth $675K as of Q2 2026.
Golden State Wealth Management sold 1,429 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $81.7K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #241 holding.
Golden State Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $888K in Q4 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.