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Legacy Capital Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Capital Wealth Partners’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 		$837K Buy
15,759
+3,063
+24% +$175K 0.16% 127
2026
Q1 		$778K Buy
12,696
+1,384
+12% +$74.2K 0.16% 133
2025
Q4 		$506K Buy
11,312
+982
+10% +$43.7K 0.11% 201
2025
Q3 		$461K Sell
10,330
-1,674
-14% -$73.3K 0.1% 216
2025
Q2 		$509K Buy
12,004
+210
+2% +$8.75K 0.12% 195
2025
Q1 		$551K Buy
11,794
+34
+0.3% +$1.53K 0.14% 163
2024
Q4 		$504K Sell
11,760
-6,334
-35% -$288K 0.12% 177
2024
Q3 		$794K Buy
18,094
+7,342
+68% +$328K 0.16% 127
2024
Q2 		$490K Buy
+10,752
New +$501K 0.12% 167
2024
Q1 		– Sell
-9,502
Closed -$398K – 352
2023
Q4 		$398K Sell
9,502
-4,550
-32% -$195K 0.11% 178
2023
Q3 		$635K Sell
14,052
-33,228
-70% -$1.45M 0.17% 120
2023
Q2 		$1.92M Sell
47,280
-80,200
-63% -$3.27M 1.59% 21
2023
Q1 		$5.28M Sell
127,480
-14,576
-10% -$623K 1.44% 20
2022
Q4 		$6.21M Sell
142,056
-3,842
-3% -$167K 2.97% 14
2022
Q3 		$5.25M Sell
145,898
-2,294
-2% -$86.8K 2.79% 14
2022
Q2 		$5.3M Sell
148,192
-6,340
-4% -$254K 2.66% 13
2022
Q1 		$5.91M Buy
+154,532
New +$5.35M 2.54% 16

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

Legacy Capital Wealth Partners's XLE Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, buying an estimated $175K and bringing the position to 15,759 shares worth $837K. The position accounts for 0.16% of the portfolio, ranked #127.

Legacy Capital Wealth Partners first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.21M in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Legacy Capital Wealth Partners held 15,759 shares of State Street Energy Select Sector SPDR ETF worth $837K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 3,063 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $175K.
  • State Street Energy Select Sector SPDR ETF made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Legacy Capital Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • Legacy Capital Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $6.21M in Q4 2022.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.