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

Linscomb Wealth’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	-3,776	Closed	-$231K	–	351
2026 Q1	$231K	Buy	+3,776	New	+$203K	0.01%	317
2023 Q1	–	Sell	-9,770	Closed	-$427K	–	327
2022 Q4	$427K	Buy	+9,770	New	+$425K	0.02%	243
2022 Q2	–	Sell	-5,344	Closed	-$204K	–	339
2022 Q1	$204K	Buy	+5,344	New	+$185K	0.01%	336
2020 Q1	–	Sell	-10,062	Closed	-$302K	–	431
2019 Q4	$302K	Buy	+10,062	New	+$298K	0.02%	360
2018 Q4	–	Sell	-6,294	Closed	-$238K	–	279
2018 Q3	$238K	Buy	+6,294	New	+$236K	0.02%	251
2016 Q2	–	Sell	-11,200	Closed	-$347K	–	257
2016 Q1	$347K	Buy	11,200 +200	+2%	+$5.8K	0.04%	190
2015 Q4	$332K	Sell	11,000 -8,058	-42%	-$265K	0.04%	193
2015 Q3	$583K	Buy	+19,058	New	+$642K	0.07%	139
2014 Q4	–	Sell	-4,592	Closed	-$208K	–	284
2014 Q3	$208K	Hold	4,592	–	–	0.02%	265
2014 Q2	$230K	Hold	4,592	–	–	0.02%	252
2014 Q1	$204K	Buy	+4,592	New	+$198K	0.02%	262

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

Linscomb Wealth's XLE Position: Q2 2026 in Review

Linscomb Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,776 shares — an estimated $231K sold.

Linscomb Wealth first reported a position in XLE in Q1 2014 and held it in 11 quarters. The position peaked at $583K in Q3 2015. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Linscomb Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Linscomb Wealth sold 3,776 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $231K.
Linscomb Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and held it in 11 quarters.
Linscomb Wealth's State Street Energy Select Sector SPDR ETF position peaked at $583K in Q3 2015.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.