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

MBM Wealth Consultants’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	-1,650	Closed	-$101K	–	378
2026 Q1	$101K	Buy	+1,650	New	+$88.5K	0.02%	122
2023 Q2	–	Sell	-2,160	Closed	-$82K	–	272
2023 Q1	$82K	Hold	2,160	–	–	0.03%	137
2022 Q4	$91K	Hold	2,160	–	–	0.04%	136
2022 Q3	$82K	Sell	2,160 -160	-7%	-$6.05K	0.04%	129
2022 Q2	$83K	Hold	2,320	–	–	0.04%	123
2022 Q1	$89K	Sell	2,320 -676	-23%	-$23.4K	0.04%	137
2021 Q4	$78K	Hold	2,996	–	–	0.03%	134
2021 Q3	$78K	Sell	2,996 -13,492	-82%	-$334K	0.04%	136
2021 Q2	$444K	Buy	16,488 +388	+2%	+$10.1K	0.21%	69
2021 Q1	$395K	Sell	16,100 -1,650	-9%	-$38.1K	0.2%	67
2020 Q4	$337K	Buy	17,750 +726	+4%	+$12.5K	0.18%	74
2020 Q3	$255K	Sell	17,024 -11,024	-39%	-$196K	0.16%	71
2020 Q2	$531K	Buy	28,048 +27,968	+34,960%	+$520K	0.37%	35
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	198
2019 Q4	$2K	Sell	80 -42	-34%	-$1.25K	﹤0.01%	201
2019 Q3	$4K	Hold	122	–	–	﹤0.01%	189
2019 Q2	$4K	Hold	122	–	–	﹤0.01%	190
2019 Q1	$4K	Hold	122	–	–	﹤0.01%	192
2018 Q4	$3K	Buy	+122	New	+$4.08K	﹤0.01%	210

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

MBM Wealth Consultants's XLE Position: Q2 2026 in Review

MBM Wealth Consultants sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 1,650 shares — an estimated $101K sold.

MBM Wealth Consultants first reported a position in XLE in Q4 2018 and held it in 19 quarters. The position peaked at $531K in Q2 2020. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MBM Wealth Consultants reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 1,650 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
MBM Wealth Consultants first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's State Street Energy Select Sector SPDR ETF position peaked at $531K in Q2 2020.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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