Leonard Rickey Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leonard Rickey Investment Advisors’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	-3,566	Closed	-$218K	–	134
2026 Q1	$218K	Buy	+3,566	New	+$191K	0.04%	106
2024 Q4	–	Sell	-110,696	Closed	-$4.86M	–	112
2024 Q3	$4.86M	Buy	110,696 +554	+0.5%	+$24.8K	1.1%	17
2024 Q2	$5.02M	Buy	110,142 +7,488	+7%	+$349K	1.2%	17
2024 Q1	$4.85M	Buy	102,654 +97,462	+1,877%	+$4.19M	1.25%	16
2023 Q4	$218K	Buy	5,192 +424	+9%	+$18.1K	0.06%	78
2023 Q3	$215K	Sell	4,768 -312	-6%	-$13.7K	0.07%	74
2023 Q2	$206K	Sell	5,080 -962	-16%	-$39.2K	0.08%	70
2023 Q1	$250K	Sell	6,042 -668	-10%	-$28.6K	0.1%	59
2022 Q4	$293K	Buy	6,710 +68	+1%	+$2.96K	0.12%	50
2022 Q3	$239K	Sell	6,642 -226	-3%	-$8.55K	0.11%	53
2022 Q2	$246K	Sell	6,868 -1,064	-13%	-$42.7K	0.11%	58
2022 Q1	$303K	Sell	7,932 -454	-5%	-$15.7K	0.12%	54
2021 Q4	$233K	Buy	+8,386	New	+$237K	0.09%	65

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

Leonard Rickey Investment Advisors's XLE Position: Q2 2026 in Review

Leonard Rickey Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,566 shares — an estimated $218K sold.

Leonard Rickey Investment Advisors first reported a position in XLE in Q4 2021 and held it in 13 quarters. The position peaked at $5.02M in Q2 2024. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Leonard Rickey Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 3,566 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $218K.
Leonard Rickey Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Leonard Rickey Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.02M in Q2 2024.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.