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

Institute for 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	$2.85M	Sell	53,687 -777	-1%	-$44.4K	0.25%	79
2026 Q1	$3.34M	Sell	54,464 -447	-0.8%	-$24K	0.36%	59
2025 Q4	$2.46M	Sell	54,911 -89	-0.2%	-$3.96K	0.26%	80
2025 Q3	$2.46M	Sell	55,000 -2,126	-4%	-$93.1K	0.26%	81
2025 Q2	$2.42M	Buy	57,126 +50	+0.1%	+$2.08K	0.27%	79
2025 Q1	$2.67M	Sell	57,076 -48	-0.1%	-$2.16K	0.34%	61
2024 Q4	$2.45M	Sell	57,124 -912	-2%	-$41.4K	0.31%	69
2024 Q3	$2.55M	Buy	58,036 +618	+1%	+$27.6K	0.32%	63
2024 Q2	$2.62M	Sell	57,418 -466	-0.8%	-$21.7K	0.35%	58
2024 Q1	$2.73M	Buy	57,884 +2,936	+5%	+$126K	0.35%	52
2023 Q4	$2.3M	Buy	54,948 +4,800	+10%	+$205K	0.37%	57
2023 Q3	$2.27M	Sell	50,148 -234	-0.5%	-$10.2K	0.41%	50
2023 Q2	$2.04M	Sell	50,382 -250	-0.5%	-$10.2K	0.34%	74
2023 Q1	$2.1M	Sell	50,632 -492	-1%	-$21K	0.4%	60
2022 Q4	$2.24M	Buy	51,124 +142	+0.3%	+$6.18K	0.47%	48
2022 Q3	$1.84M	Sell	50,982 -196	-0.4%	-$7.41K	0.41%	58
2022 Q2	$1.83M	Buy	51,178 +1,462	+3%	+$58.7K	0.36%	67
2022 Q1	$1.9M	Buy	49,716 +84	+0.2%	+$2.91K	0.31%	81
2021 Q4	$1.38M	Buy	49,632 +3,986	+9%	+$113K	0.22%	114
2021 Q3	$1.19M	Buy	45,646 +3,178	+7%	+$78.7K	0.21%	122
2021 Q2	$1.14M	Buy	42,468 +146	+0.3%	+$3.8K	0.2%	130
2021 Q1	$1.04M	Buy	42,322 +5,008	+13%	+$116K	0.2%	135
2020 Q4	$707K	Buy	37,314 +9,488	+34%	+$164K	0.14%	188
2020 Q3	$417K	Sell	27,826 -3,542	-11%	-$62.9K	0.1%	260
2020 Q2	$594K	Sell	31,368 -806	-3%	-$15K	0.15%	197
2020 Q1	$467K	Buy	32,174 +3,400	+12%	+$80.6K	0.14%	198
2019 Q4	$864K	Sell	28,774 -8,660	-23%	-$257K	0.2%	150
2019 Q3	$1.11M	Sell	37,434 -2,256	-6%	-$68.2K	0.28%	100
2019 Q2	$1.26M	Sell	39,690 -624	-2%	-$20K	0.28%	95
2019 Q1	$1.33M	Sell	40,314 -1,090	-3%	-$35K	0.29%	87
2018 Q4	$1.19M	Sell	41,404 -5,866	-12%	-$196K	0.49%	54
2018 Q3	$1.8M	Sell	47,270 -3,052	-6%	-$114K	0.61%	45
2018 Q2	$1.92M	Buy	50,322 +3,974	+9%	+$148K	0.61%	48
2018 Q1	$1.7M	Sell	46,348 -1,694	-4%	-$60K	0.5%	60
2017 Q4	$1.74M	Buy	48,042 +2,534	+6%	+$87.2K	0.4%	67
2017 Q3	$1.55M	Sell	45,508 -2,852	-6%	-$92.8K	0.5%	61
2017 Q2	$1.55M	Buy	+48,360	New	+$1.63M	0.43%	53
2014 Q4	–	Sell	-27,042	Closed	-$1.24M	–	66
2014 Q3	$1.24M	Sell	27,042 -2,032	-7%	-$98.4K	1.18%	27
2014 Q2	$1.46M	Sell	29,074 -332	-1%	-$15.7K	1.26%	21
2014 Q1	$1.31M	Sell	29,406 -518	-2%	-$22.3K	1.12%	27
2013 Q4	$1.32M	Buy	29,924 +29,740	+16,163%	+$1.28M	0.95%	29
2013 Q3	$8K	Buy	+184	New	+$7.58K	0.01%	51

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

Institute for Wealth Management's XLE Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, selling an estimated $44.4K and leaving 53,687 shares worth $2.85M. The position accounts for 0.25% of the portfolio, ranked #79.

Institute for Wealth Management first reported a position in XLE in Q3 2013 and has held it in 42 quarters since. The position peaked at $3.34M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Institute for Wealth Management held 53,687 shares of State Street Energy Select Sector SPDR ETF worth $2.85M as of Q2 2026.
Institute for Wealth Management sold 777 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $44.4K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Institute for Wealth Management's portfolio in Q2 2026, its #79 holding.
Institute for Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 42 quarters since.
Institute for Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.34M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.