Investment House LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Investment House LLC’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	$491K	Buy	+9,238	New	+$528K	0.02%	179
2024 Q1	–	Sell	-12,846	Closed	-$539K	–	221
2023 Q4	$539K	Buy	+12,846	New	+$549K	0.04%	147
2020 Q1	–	Sell	-12,330	Closed	-$371K	–	215
2019 Q4	$371K	Buy	+12,330	New	+$366K	0.03%	173
2018 Q1	–	Sell	-6,150	Closed	-$222K	–	202
2017 Q4	$222K	Buy	+6,150	New	+$212K	0.03%	182

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

Investment House LLC's XLE Position: Q2 2026 in Review

Investment House LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 9,238 shares worth $491K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: Investment House LLC previously reported a position in XLE as recently as Q4 2023.

Investment House LLC first reported a position in XLE in Q4 2017 and has held it in 4 quarters since. The position peaked at $539K in Q4 2023. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Investment House LLC held 9,238 shares of State Street Energy Select Sector SPDR ETF worth $491K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Investment House LLC position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Investment House LLC's portfolio in Q2 2026, its #179 holding.
Investment House LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 4 quarters since.
Investment House LLC's State Street Energy Select Sector SPDR ETF position peaked at $539K in Q4 2023.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.