Liberty Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Liberty Wealth Management’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	$328K	Hold	5,358	–	–	0.04%	189
2026 Q1	$328K	Buy	+5,358	New	+$287K	0.04%	189
2021 Q4	–	Sell	-2,554	Closed	-$67K	–	1119
2021 Q3	$67K	Buy	2,554 +2,142	+520%	+$53.1K	0.02%	371
2021 Q2	$11K	Sell	412 -290	-41%	-$7.54K	﹤0.01%	643
2021 Q1	$13K	Hold	702	–	–	0.01%	546
2020 Q4	$13K	Sell	702 -1,466	-68%	-$25.3K	0.01%	543
2020 Q3	$32K	Buy	2,168 +1,366	+170%	+$24.3K	0.02%	318
2020 Q2	$15K	Sell	802 -470	-37%	-$8.74K	0.01%	426
2020 Q1	$18K	Buy	1,272 +62	+5%	+$1.47K	0.02%	378
2019 Q4	$36K	Sell	1,210 -244	-17%	-$7.24K	0.03%	317
2019 Q3	$43K	Buy	1,454 +244	+20%	+$7.38K	0.04%	255
2019 Q2	$39K	Hold	1,210	–	–	0.03%	292
2019 Q1	$40K	Hold	1,210	–	–	0.03%	228
2018 Q4	$34K	Buy	+1,210	New	+$40.5K	0.03%	242

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

Liberty Wealth Management's XLE Position: Q2 2026 in Review

Liberty Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,358 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #189.

Liberty Wealth Management first reported a position in XLE in Q4 2018 and has held it in 14 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Liberty Wealth Management held 5,358 shares of State Street Energy Select Sector SPDR ETF worth $328K as of Q2 2026.
Liberty Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #189 holding.
Liberty Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 14 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.