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

MBL Wealth’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	$579K	Hold	10,900	–	–	0.04%	192
2026 Q1	$668K	Hold	10,900	–	–	0.05%	164
2025 Q4	$487K	Sell	10,900 -6	-0.1%	-$267	0.04%	183
2025 Q3	$487K	Sell	10,906 -294	-3%	-$12.9K	0.04%	158
2025 Q2	$475K	Sell	11,200 -2,750	-20%	-$115K	0.05%	145
2025 Q1	$652K	Sell	13,950 -850	-6%	-$38.3K	0.07%	120
2024 Q4	$634K	Sell	14,800 -5,128	-26%	-$233K	0.06%	126
2024 Q3	$875K	Sell	19,928 -1,274	-6%	-$56.9K	0.09%	100
2024 Q2	$966K	Sell	21,202 -566	-3%	-$26.4K	0.11%	95
2024 Q1	$1.03M	Sell	21,768 -466	-2%	-$20K	0.12%	85
2023 Q4	$932K	Buy	22,234 +1,140	+5%	+$48.7K	0.12%	84
2023 Q3	$953K	Sell	21,094 -276	-1%	-$12.1K	0.13%	73
2023 Q2	$867K	Sell	21,370 -34,722	-62%	-$1.41M	0.12%	78
2023 Q1	$2.32M	Buy	56,092 +380	+0.7%	+$16.2K	0.36%	39
2022 Q4	$2.44M	Buy	55,712 +996	+2%	+$43.4K	0.47%	38
2022 Q3	$1.97M	Buy	54,716 +16,976	+45%	+$642K	0.42%	44
2022 Q2	$1.35M	Buy	37,740 +16,904	+81%	+$678K	0.34%	57
2022 Q1	$796K	Buy	+20,836	New	+$722K	0.19%	71
2021 Q1	$446K	Buy	+18,200	New	+$420K	0.16%	95

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

MBL Wealth's XLE Position: Q2 2026 in Review

MBL Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 10,900 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #192.

MBL Wealth first reported a position in XLE in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.44M in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MBL Wealth held 10,900 shares of State Street Energy Select Sector SPDR ETF worth $579K as of Q2 2026.
MBL Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #192 holding.
MBL Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
MBL Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.44M in Q4 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.