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

Members 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	$428K	Buy	8,058 +600	+8%	+$34.3K	0.23%	70
2026 Q1	$422K	Hold	7,458	–	–	0.25%	65
2025 Q4	$367K	Hold	7,458	–	–	0.23%	72
2025 Q3	$333K	Buy	+7,458	New	+$327K	0.21%	72
2025 Q1	$348K	Hold	7,458	–	–	0.26%	73
2024 Q4	$332K	Buy	+7,458	New	+$339K	0.25%	76
2024 Q2	$330K	Buy	+7,458	New	+$347K	0.22%	74

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

Members Wealth's XLE Position: Q2 2026 in Review

Members Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8% in Q2 2026, buying an estimated $34.3K and bringing the position to 8,058 shares worth $428K. The position accounts for 0.23% of the portfolio, ranked #70.

Members Wealth first reported a position in XLE in Q2 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Members Wealth held 8,058 shares of State Street Energy Select Sector SPDR ETF worth $428K as of Q2 2026.
Members Wealth bought 600 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $34.3K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Members Wealth's portfolio in Q2 2026, its #70 holding.
Members Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.