Legacy Wealth Management (Idaho)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-307	Closed	-$18.8K	–	981
2026 Q1	$18.8K	Buy	307 +14	+5%	+$751	0.01%	394
2025 Q4	$13.1K	Sell	293 -365	-55%	-$16.3K	0.01%	384
2025 Q3	$29.4K	Buy	658 +324	+97%	+$14.2K	0.01%	231
2025 Q2	$14.2K	Buy	334 +200	+149%	+$8.33K	0.01%	276
2025 Q1	$6.26K	Sell	134 -316	-70%	-$14.2K	﹤0.01%	398
2024 Q4	$19.9K	Hold	450	–	–	0.01%	220
2024 Q3	$21.3K	Buy	+450	New	+$20.1K	0.01%	215

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

Legacy Wealth Management (Idaho)'s XLE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 307 shares — an estimated $18.8K sold.

Legacy Wealth Management (Idaho) first reported a position in XLE in Q3 2024 and held it in 7 quarters. The position peaked at $29.4K in Q3 2025. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 307 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8K.
Legacy Wealth Management (Idaho) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street Energy Select Sector SPDR ETF position peaked at $29.4K in Q3 2025.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.