IronBridge Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IronBridge Private Wealth’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
2021 Q4	–	Sell	-30,000	Closed	-$781K	–	337
2021 Q3	$781K	Hold	30,000	–	–	0.42%	28
2021 Q2	$808K	Buy	30,000 +25,000	+500%	+$650K	0.48%	28
2021 Q1	$123K	Hold	5,000	–	–	0.08%	40
2020 Q4	$95K	Buy	+5,000	New	+$86.2K	0.07%	43

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

IronBridge Private Wealth's XLE Position: Q2 2026 in Review

IronBridge Private Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 95,192 shares — an estimated $5.83M sold.

IronBridge Private Wealth first reported a position in XLE in Q1 2021 and held it in 7 quarters. The position peaked at $8.51M in Q1 2021. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

IronBridge Private Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
IronBridge Private Wealth sold 95,192 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.83M.
IronBridge Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 7 quarters.
IronBridge Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $8.51M in Q1 2021.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.