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McAdam LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McAdam LLC’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 		$1.39M Buy
26,234
+2,678
+11% +$153K 0.05% 136
2026
Q1 		$1.44M Buy
23,556
+1,420
+6% +$76.2K 0.07% 132
2025
Q4 		$990K Buy
22,136
+4,452
+25% +$198K 0.05% 158
2025
Q3 		$790K Sell
17,684
-420
-2% -$18.4K 0.04% 163
2025
Q2 		$768K Sell
18,104
-2,306
-11% -$96K 0.04% 157
2025
Q1 		$954K Sell
20,410
-3,464
-15% -$156K 0.06% 133
2024
Q4 		$1.02M Buy
23,874
+1,708
+8% +$77.6K 0.06% 133
2024
Q3 		$973K Buy
22,166
+1,994
+10% +$89.1K 0.05% 134
2024
Q2 		$919K Sell
20,172
-1,438
-7% -$67K 0.06% 125
2024
Q1 		$1.02M Sell
21,610
-3,502
-14% -$150K 0.07% 116
2023
Q4 		$1.05M Sell
25,112
-5,200
-17% -$222K 0.08% 106
2023
Q3 		$1.37M Sell
30,312
-22,470
-43% -$983K 0.11% 89
2023
Q2 		$2.14M Sell
52,782
-17,896
-25% -$729K 0.18% 73
2023
Q1 		$2.93M Buy
70,678
+59,804
+550% +$2.56M 0.26% 59
2022
Q4 		$302K Sell
10,874
-96,820
-90% -$4.21M 0.03% 145
2022
Q3 		$3.88M Buy
107,694
+7,948
+8% +$301K 0.42% 44
2022
Q2 		$3.57M Buy
99,746
+82,872
+491% +$3.32M 0.38% 49
2022
Q1 		$645K Buy
16,874
+6,000
+55% +$208K 0.06% 96
2021
Q4 		$302K Buy
10,874
+1,058
+11% +$29.9K 0.03% 145
2021
Q3 		$256K Buy
9,816
+1,484
+18% +$36.8K 0.03% 148
2021
Q2 		$209K Buy
+8,332
New +$217K 0.02% 163
2018
Q4 		– Sell
-92
Closed -$4K – 630
2018
Q3 		$4K Buy
92
+10
+12% +$375 ﹤0.01% 452
2018
Q2 		$3K Buy
82
+66
+413% +$2.45K ﹤0.01% 471
2018
Q1 		$1K Buy
+16
New +$566 ﹤0.01% 714

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

McAdam LLC's XLE Position: Q2 2026 in Review

McAdam LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, buying an estimated $153K and bringing the position to 26,234 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #136.

McAdam LLC first reported a position in XLE in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.88M in Q3 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • McAdam LLC held 26,234 shares of State Street Energy Select Sector SPDR ETF worth $1.39M as of Q2 2026.
  • McAdam LLC bought 2,678 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $153K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #136 holding.
  • McAdam LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 24 quarters since.
  • McAdam LLC's State Street Energy Select Sector SPDR ETF position peaked at $3.88M in Q3 2022.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.