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Timothy G. Youngquist 2020 Irrevocable Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-4,906
Closed -$301K – 490
2026
Q1 		$301K Buy
+4,906
New +$263K 0.13% 110

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's XLE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,906 shares — an estimated $301K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $301K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 4,906 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $301K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's State Street Energy Select Sector SPDR ETF position peaked at $301K in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.