Marshall & Sterling Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Marshall & Sterling Wealth 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	$1.49K	Hold	28	–	–	﹤0.01%	302
2026 Q1	$1.72K	Hold	28	–	–	﹤0.01%	295
2025 Q4	$1.25K	Sell	28 -188	-87%	-$8.37K	﹤0.01%	303
2025 Q3	$9.65K	Buy	216 +188	+671%	+$8.23K	0.01%	351
2025 Q2	$1.19K	Hold	28	–	–	﹤0.01%	574
2025 Q1	$1.31K	Hold	28	–	–	﹤0.01%	563
2024 Q4	$1.2K	Buy	+28	New	+$1.27K	﹤0.01%	328

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

Marshall & Sterling Wealth Advisors's XLE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 28 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Marshall & Sterling Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.65K in Q3 2025. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Marshall & Sterling Wealth Advisors held 28 shares of State Street Energy Select Sector SPDR ETF worth $1.49K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #302 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.65K in Q3 2025.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.