McKinley Carter Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McKinley Carter Wealth Services’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	$3.42M	Sell	64,338 -2,730	-4%	-$156K	0.18%	96
2026 Q1	$4.11M	Sell	67,068 -113,295	-63%	-$6.08M	0.24%	88
2025 Q4	$8.06M	Sell	180,363 -46,815	-21%	-$2.08M	0.45%	56
2025 Q3	$10.1M	Buy	227,178 +2,872	+1%	+$126K	0.53%	43
2025 Q2	$9.51M	Buy	224,306 +59,606	+36%	+$2.48M	0.53%	47
2025 Q1	$7.7M	Buy	164,700 +8,510	+5%	+$384K	0.47%	47
2024 Q4	$6.69M	Buy	156,190 +18,916	+14%	+$860K	0.41%	57
2024 Q3	$6.03M	Buy	137,274 +122,998	+862%	+$5.5M	0.36%	58
2024 Q2	$651K	Sell	14,276 -40	-0.3%	-$1.86K	0.04%	185
2024 Q1	$676K	Sell	14,316 -214	-1%	-$9.19K	0.05%	182
2023 Q4	$609K	Sell	14,530 -4,414	-23%	-$189K	0.04%	185
2023 Q3	$856K	Sell	18,944 -546	-3%	-$23.9K	0.07%	156
2023 Q2	$791K	Sell	19,490 -12,364	-39%	-$504K	0.06%	168
2023 Q1	$1.32M	Buy	31,854 +5,982	+23%	+$256K	0.1%	129
2022 Q4	$1.13M	Buy	25,872 +7,698	+42%	+$335K	0.1%	135
2022 Q3	$654K	Buy	18,174 +1,608	+10%	+$60.8K	0.06%	161
2022 Q2	$592K	Buy	+16,566	New	+$665K	0.05%	181
2022 Q1	–	Sell	-8,450	Closed	-$234K	–	302
2021 Q4	$234K	Sell	8,450 -486	-5%	-$13.7K	0.02%	274
2021 Q3	$232K	Buy	8,936 +6	+0.1%	+$149	0.02%	268
2021 Q2	$241K	Sell	8,930 -1,030	-10%	-$26.8K	0.02%	258
2021 Q1	$244K	Buy	+9,960	New	+$230K	0.02%	263
2018 Q2	–	Sell	-286	Closed	-$10K	–	397
2018 Q1	$10K	Buy	+286	New	+$10.1K	﹤0.01%	380

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

McKinley Carter Wealth Services's XLE Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q2 2026, selling an estimated $156K and leaving 64,338 shares worth $3.42M. The position accounts for 0.18% of the portfolio, ranked #96.

McKinley Carter Wealth Services first reported a position in XLE in Q1 2018 and has held it in 22 quarters since. The position peaked at $10.1M in Q3 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

McKinley Carter Wealth Services held 64,338 shares of State Street Energy Select Sector SPDR ETF worth $3.42M as of Q2 2026.
McKinley Carter Wealth Services sold 2,730 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
State Street Energy Select Sector SPDR ETF made up 0.18% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #96 holding.
McKinley Carter Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 22 quarters since.
McKinley Carter Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $10.1M in Q3 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.