Leigh Baldwin & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leigh Baldwin & Co’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	-6,195	Closed	-$380K	–	183
2026 Q1	$380K	Buy	+6,195	New	+$332K	0.25%	106
2025 Q3	–	Sell	-7,246	Closed	-$307K	–	210
2025 Q2	$307K	Sell	7,246 -1,380	-16%	-$57.5K	0.2%	128
2025 Q1	$403K	Sell	8,626 -1,732	-17%	-$78.1K	0.32%	84
2024 Q4	$444K	Buy	+10,358	New	+$471K	0.37%	77

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

Leigh Baldwin & Co's XLE Position: Q2 2026 in Review

Leigh Baldwin & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 6,195 shares — an estimated $380K sold.

Leigh Baldwin & Co first reported a position in XLE in Q4 2024 and held it in 4 quarters. The position peaked at $444K in Q4 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Leigh Baldwin & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Leigh Baldwin & Co sold 6,195 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $380K.
Leigh Baldwin & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Leigh Baldwin & Co's State Street Energy Select Sector SPDR ETF position peaked at $444K in Q4 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.