Laidlaw Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Laidlaw 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	$280K	Sell	5,269 -2,528	-32%	-$145K	0.8%	43
2026 Q1	$478K	Buy	+7,797	New	+$418K	1.66%	18
2025 Q1	–	Sell	-24,484	Closed	-$1.05M	–	172
2024 Q4	$1.05M	Sell	24,484 -748	-3%	-$34K	0.46%	63
2024 Q3	$1.11M	Sell	25,232 -260	-1%	-$11.6K	0.55%	58
2024 Q2	$1.16M	Sell	25,492 -202	-0.8%	-$9.41K	0.64%	50
2024 Q1	$1.21M	Sell	25,694 -3,974	-13%	-$171K	0.68%	47
2023 Q4	$1.24M	Sell	29,668 -11,560	-28%	-$494K	0.45%	68
2023 Q3	$1.86M	Sell	41,228 -4,064	-9%	-$178K	0.62%	41
2023 Q2	$1.84M	Buy	45,292 +6,970	+18%	+$284K	0.36%	72
2023 Q1	$1.59M	Sell	38,322 -37,598	-50%	-$1.61M	0.32%	85
2022 Q4	$3.32M	Sell	75,920 -8,160	-10%	-$355K	0.71%	33
2022 Q3	$3.03M	Sell	84,080 -9,468	-10%	-$358K	0.71%	33
2022 Q2	$3.35M	Sell	93,548 -48,906	-34%	-$1.96M	0.68%	34
2022 Q1	$5.45M	Buy	142,454 +55,204	+63%	+$1.91M	0.91%	21
2021 Q4	$2.42M	Buy	87,250 +2,998	+4%	+$84.7K	0.39%	65
2021 Q3	$2.19M	Sell	84,252 -16,176	-16%	-$401K	0.56%	45
2021 Q2	$2.71M	Buy	100,428 +17,494	+21%	+$455K	0.7%	37
2021 Q1	$2.03M	Buy	82,934 +64,758	+356%	+$1.49M	0.7%	41
2020 Q4	$344K	Buy	+18,176	New	+$313K	0.07%	241
2020 Q1	–	Sell	-6,932	Closed	-$208K	–	182
2019 Q4	$208K	Buy	+6,932	New	+$206K	0.13%	159

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

Laidlaw Wealth Management's XLE Position: Q2 2026 in Review

Laidlaw Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q2 2026, selling an estimated $145K and leaving 5,269 shares worth $280K. The position accounts for 0.8% of the portfolio, ranked #43.

Laidlaw Wealth Management first reported a position in XLE in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.45M in Q1 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Laidlaw Wealth Management held 5,269 shares of State Street Energy Select Sector SPDR ETF worth $280K as of Q2 2026.
Laidlaw Wealth Management sold 2,528 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Energy Select Sector SPDR ETF made up 0.8% of Laidlaw Wealth Management's portfolio in Q2 2026, its #43 holding.
Laidlaw Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
Laidlaw Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.45M in Q1 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.