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

MBE 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	$498K	Sell	9,370 -907	-9%	-$51.9K	0.17%	82
2026 Q1	$630K	Buy	10,277 +4,718	+85%	+$253K	0.26%	52
2025 Q4	$249K	Buy	5,559 +417	+8%	+$18.6K	0.1%	117
2025 Q3	$230K	Sell	5,142 -316	-6%	-$13.8K	0.1%	124
2025 Q2	$231K	Buy	+5,458	New	+$227K	0.1%	120
2020 Q2	–	Sell	-2,506	Closed	-$36K	–	537
2020 Q1	$36K	Buy	+2,506	New	+$59.4K	0.03%	159

Other funds holding XLE

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

MBE Wealth Management's XLE Position: Q2 2026 in Review

MBE Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.8% in Q2 2026, selling an estimated $51.9K and leaving 9,370 shares worth $498K. The position accounts for 0.17% of the portfolio, ranked #82.

MBE Wealth Management first reported a position in XLE in Q1 2020 and has held it in 6 quarters since. The position peaked at $630K in Q1 2026. 942 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MBE Wealth Management held 9,370 shares of State Street Energy Select Sector SPDR ETF worth $498K as of Q2 2026.
MBE Wealth Management sold 907 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $51.9K.
State Street Energy Select Sector SPDR ETF made up 0.17% of MBE Wealth Management's portfolio in Q2 2026, its #82 holding.
MBE Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 6 quarters since.
MBE Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $630K in Q1 2026.
942 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.