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

Martel 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	–	Sell	-3,740	Closed	-$229K	–	76
2026 Q1	$229K	Buy	+3,740	New	+$201K	0.04%	70
2023 Q3	–	Sell	-5,016	Closed	-$204K	–	54
2023 Q2	$204K	Hold	5,016	–	–	0.05%	53
2023 Q1	$208K	Hold	5,016	–	–	0.05%	48
2022 Q4	$219K	Buy	+5,016	New	+$218K	0.06%	46

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

Martel Wealth Advisors's XLE Position: Q2 2026 in Review

Martel Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,740 shares — an estimated $229K sold.

Martel Wealth Advisors first reported a position in XLE in Q4 2022 and held it in 4 quarters. The position peaked at $229K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Martel Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 3,740 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
Martel Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Martel Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $229K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.