Koshinski Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Koshinski Asset 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	$2.32M	Sell	43,624 -6,388	-13%	-$365K	0.12%	158
2026 Q1	$3.06M	Sell	50,012 -1,557	-3%	-$83.5K	0.19%	114
2025 Q4	$2.31M	Sell	51,569 -25,423	-33%	-$1.13M	0.15%	135
2025 Q3	$3.44M	Buy	76,992 +936	+1%	+$41K	0.23%	97
2025 Q2	$3.23M	Sell	76,056 -4,064	-5%	-$169K	0.24%	91
2025 Q1	$3.74M	Sell	80,120 -1,998	-2%	-$90.1K	0.32%	71
2024 Q4	$3.52B	Sell	82,118 -898	-1%	-$40.8K	0.3%	73
2024 Q3	$3.64M	Sell	83,016 -1,066	-1%	-$47.7K	0.32%	72
2024 Q2	$3.73M	Buy	84,082 +23,764	+39%	+$1.11M	0.35%	63
2024 Q1	$2.85M	Buy	60,318 +6,624	+12%	+$285K	0.29%	76
2023 Q4	$2.25M	Sell	53,694 -22,492	-30%	-$962K	0.34%	70
2023 Q3	$3.44M	Buy	76,186 +68	+0.1%	+$2.98K	0.4%	52
2023 Q2	$3.09M	Buy	+76,118	New	+$3.1M	0.33%	69
2023 Q1	–	Sell	-91,134	Closed	-$3.99M	–	640
2022 Q4	$3.99M	Buy	91,134 +378	+0.4%	+$16.5K	0.39%	57
2022 Q3	$3.27M	Buy	90,756 +8,616	+10%	+$326K	0.39%	61
2022 Q2	$2.94M	Sell	82,140 -1,028	-1%	-$41.2K	0.29%	85
2022 Q1	$3.18M	Buy	83,168 +20,884	+34%	+$723K	0.26%	87
2021 Q4	$1.73M	Sell	62,284 -13,990	-18%	-$395K	0.14%	158
2021 Q3	$1.99M	Buy	76,274 +10,622	+16%	+$263K	0.17%	130
2021 Q2	$1.77M	Sell	65,652 -59,052	-47%	-$1.54M	0.22%	108
2021 Q1	$3.06M	Buy	124,704 +33,754	+37%	+$779K	0.32%	78
2020 Q4	$1.72M	Buy	90,950 +63,492	+231%	+$1.09M	0.22%	115
2020 Q3	$424	Sell	27,458 -11,476	-29%	-$204K	0.06%	330
2020 Q2	$737K	Buy	38,934 +16,534	+74%	+$307K	0.12%	208
2020 Q1	$325K	Sell	22,400 -574	-2%	-$13.6K	0.07%	327
2019 Q4	$686K	Buy	+22,974	New	+$681K	0.12%	250
2019 Q3	–	Sell	-26,960	Closed	-$859K	–	280
2019 Q2	$859K	Sell	26,960 -950	-3%	-$30.4K	0.35%	90
2019 Q1	$923	Buy	27,910 +3,792	+16%	+$122K	0.25%	121
2018 Q4	$692K	Sell	24,118 -2,728	-10%	-$91.3K	0.17%	172
2018 Q3	$1.02M	Buy	26,846 +7,502	+39%	+$281K	0.14%	208
2018 Q2	$734K	Buy	19,344 +2,026	+12%	+$75.3K	0.22%	144
2018 Q1	$584K	Sell	17,318 -822	-5%	-$29.1K	0.18%	185
2017 Q4	$655K	Sell	18,140 -352	-2%	-$12.1K	0.16%	212
2017 Q3	$633K	Sell	18,492 -558	-3%	-$18.2K	0.21%	162
2017 Q2	$618K	Sell	19,050 -3,012	-14%	-$101K	0.23%	150
2017 Q1	$771K	Buy	22,062 +304	+1%	+$11K	0.3%	103
2016 Q4	$819K	Buy	21,758 +2,272	+12%	+$82.2K	0.41%	78
2016 Q3	$688K	Buy	19,486 +356	+2%	+$12.2K	0.34%	97
2016 Q2	$653K	Buy	+19,130	New	+$631K	0.36%	101

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

Koshinski Asset Management's XLE Position: Q2 2026 in Review

Koshinski Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, selling an estimated $365K and leaving 43,624 shares worth $2.32M. The position accounts for 0.12% of the portfolio, ranked #158.

Koshinski Asset Management first reported a position in XLE in Q2 2016 and has held it in 39 quarters since. The position peaked at $3.52B in Q4 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Koshinski Asset Management held 43,624 shares of State Street Energy Select Sector SPDR ETF worth $2.32M as of Q2 2026.
Koshinski Asset Management sold 6,388 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $365K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Koshinski Asset Management's portfolio in Q2 2026, its #158 holding.
Koshinski Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 39 quarters since.
Koshinski Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $3.52B in Q4 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.