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Laurel Wealth Advisors (North Carolina)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.29M Buy
43,081
+846
+2% +$48.4K 0.22% 76
2026
Q1 		$2.35M Buy
42,235
+3,710
+10% +$199K 0.23% 79
2025
Q4 		$1.72M Buy
38,525
+807
+2% +$35.9K 0.23% 91
2025
Q3 		$1.68M Buy
37,718
+1,180
+3% +$51.7K 0.24% 94
2025
Q2 		$1.55M Buy
36,538
+3,382
+10% +$141K 0.23% 95
2025
Q1 		$1.55M Buy
33,156
+1,230
+4% +$55.5K 0.24% 88
2024
Q4 		$1.37M Buy
31,926
+2,482
+8% +$113K 0.21% 93
2024
Q3 		$1.29M Buy
29,444
+822
+3% +$36.7K 0.21% 98
2024
Q2 		$1.3M Buy
28,622
+1,094
+4% +$51K 0.23% 91
2024
Q1 		$1.3M Buy
27,528
+942
+4% +$40.5K 0.22% 96
2023
Q4 		$1.11M Buy
26,586
+5,182
+24% +$222K 0.21% 96
2023
Q3 		$967K Sell
21,404
-1,400
-6% -$61.3K 0.2% 97
2023
Q2 		$925K Buy
22,804
+562
+3% +$22.9K 0.19% 101
2023
Q1 		$921K Buy
22,242
+112
+0.5% +$4.79K 0.19% 93
2022
Q4 		$968K Buy
22,130
+1,204
+6% +$52.4K 0.22% 87
2022
Q3 		$754K Sell
20,926
-52
-0.2% -$1.97K 0.19% 98
2022
Q2 		$750K Buy
20,978
+600
+3% +$24.1K 0.18% 97
2022
Q1 		$779K Buy
20,378
+6,072
+42% +$210K 0.16% 106
2021
Q4 		$397K Buy
14,306
+1,500
+12% +$42.4K 0.08% 131
2021
Q3 		$334K Sell
12,806
-210
-2% -$5.2K 0.07% 136
2021
Q2 		$351K Buy
13,016
+540
+4% +$14K 0.08% 140
2021
Q1 		$306K Buy
12,476
+696
+6% +$16.1K 0.07% 140
2020
Q4 		$223K Sell
11,780
-2,440
-17% -$42K 0.06% 145
2020
Q3 		$213K Sell
14,220
-3,000
-17% -$53.3K 0.06% 139
2020
Q2 		$326K Buy
17,220
+460
+3% +$8.55K 0.11% 114
2020
Q1 		$244K Sell
16,760
-370
-2% -$8.78K 0.09% 124
2019
Q4 		$514K Sell
17,130
-1,930
-10% -$57.2K 0.16% 103
2019
Q3 		$564K Sell
19,060
-1,420
-7% -$43K 0.19% 98
2019
Q2 		$652K Sell
20,480
-878
-4% -$28.1K 0.23% 91
2019
Q1 		$706K Sell
21,358
-500
-2% -$16.1K 0.26% 80
2018
Q4 		$627K Buy
+21,858
New +$731K 0.25% 81

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XLE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, buying an estimated $48.4K and bringing the position to 43,081 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #76.

Laurel Wealth Advisors (North Carolina) first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.35M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 43,081 shares of State Street Energy Select Sector SPDR ETF worth $2.29M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 846 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $48.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.22% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #76 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s State Street Energy Select Sector SPDR ETF position peaked at $2.35M in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.