Joule Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Joule Financial’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	$1.91M	Sell	35,964 -2,191	-6%	-$125K	0.52%	28
2026 Q1	$2.34M	Sell	38,155 -17,792	-32%	-$954K	0.68%	21
2025 Q4	$2.5M	Sell	55,947 -3,957	-7%	-$176K	0.75%	21
2025 Q3	$2.68M	Buy	59,904 +22,492	+60%	+$985K	0.8%	21
2025 Q2	$1.59M	Sell	37,412 -22,328	-37%	-$930K	0.52%	27
2025 Q1	$2.79M	Buy	59,740 +5,650	+10%	+$255K	0.98%	17
2024 Q4	$2.32M	Buy	54,090 +18,936	+54%	+$861K	0.82%	22
2024 Q3	$1.54M	Buy	35,154 +8,186	+30%	+$366K	0.56%	25
2024 Q2	$1.23M	Buy	26,968 +442	+2%	+$20.6K	0.5%	26
2024 Q1	$1.25M	Buy	26,526 +2,144	+9%	+$92.1K	0.52%	26
2023 Q4	$1.02M	Buy	24,382 +1,056	+5%	+$45.2K	0.47%	33
2023 Q3	$1.05M	Buy	23,326 +2,992	+15%	+$131K	0.54%	25
2023 Q2	$825K	Buy	20,334 +10,456	+106%	+$426K	0.43%	33
2023 Q1	$409K	Buy	9,878 +450	+5%	+$19.2K	0.22%	53
2022 Q4	$412K	Sell	9,428 -7,414	-44%	-$323K	0.27%	51
2022 Q3	$606K	Buy	+16,842	New	+$637K	0.45%	39

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Joule Financial's XLE Position: Q2 2026 in Review

Joule Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.7% in Q2 2026, selling an estimated $125K and leaving 35,964 shares worth $1.91M. The position accounts for 0.52% of the portfolio, ranked #28.

Joule Financial first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.79M in Q1 2025. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Joule Financial held 35,964 shares of State Street Energy Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Joule Financial sold 2,191 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $125K.
State Street Energy Select Sector SPDR ETF made up 0.52% of Joule Financial's portfolio in Q2 2026, its #28 holding.
Joule Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Joule Financial's State Street Energy Select Sector SPDR ETF position peaked at $2.79M in Q1 2025.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.