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

Marks Group 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	$284K	Sell	5,354 -200	-4%	-$11.4K	0.02%	320
2026 Q1	$340K	Sell	5,554 -328	-6%	-$17.6K	0.03%	281
2025 Q4	$263K	Buy	5,882 +528	+10%	+$23.5K	0.03%	303
2025 Q3	$239K	Hold	5,354	–	–	0.02%	278
2025 Q2	$227K	Hold	5,354	–	–	0.02%	281
2025 Q1	$250K	Sell	5,354 -2,220	-29%	-$100K	0.02%	283
2024 Q4	$324K	Hold	7,574	–	–	0.03%	252
2024 Q3	$333K	Sell	7,574 -344	-4%	-$15.4K	0.03%	248
2024 Q2	$361K	Sell	7,918 -240	-3%	-$11.2K	0.04%	242
2024 Q1	$385K	Buy	8,158 +652	+9%	+$28K	0.04%	240
2023 Q4	$315K	Buy	+7,506	New	+$321K	0.04%	254
2021 Q1	–	Sell	-11,094	Closed	-$210K	–	274
2020 Q4	$210K	Buy	+11,094	New	+$191K	0.03%	241

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

Marks Group Wealth Management's XLE Position: Q2 2026 in Review

Marks Group Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.6% in Q2 2026, selling an estimated $11.4K and leaving 5,354 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #320.

Marks Group Wealth Management first reported a position in XLE in Q4 2020 and has held it in 12 quarters since. The position peaked at $385K in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Marks Group Wealth Management held 5,354 shares of State Street Energy Select Sector SPDR ETF worth $284K as of Q2 2026.
Marks Group Wealth Management sold 200 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #320 holding.
Marks Group Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Marks Group Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $385K in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.