Keudell/Morrison Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Keudell/Morrison 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	$415K	Buy	7,820 +2,735	+54%	+$156K	0.08%	159
2026 Q1	$312K	Buy	+5,085	New	+$273K	0.06%	185

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

Keudell/Morrison Wealth Management's XLE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 54% in Q2 2026, buying an estimated $156K and bringing the position to 7,820 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #159.

Keudell/Morrison Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Keudell/Morrison Wealth Management held 7,820 shares of State Street Energy Select Sector SPDR ETF worth $415K as of Q2 2026.
Keudell/Morrison Wealth Management bought 2,735 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #159 holding.
Keudell/Morrison Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.