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

MGO Private 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	$743K	Sell	12,352 -177	-1%	-$10.1K	3.59%	6
2026 Q1	$768K	Sell	12,529 -30,819	-71%	-$1.65M	4.12%	6
2025 Q4	$1.94M	Sell	43,348 -3,100	-7%	-$138K	1.2%	19
2025 Q3	$2.07M	Buy	46,448 +160	+0.3%	+$7K	1.24%	18
2025 Q2	$1.96M	Buy	46,288 +1,968	+4%	+$82K	1.26%	18
2025 Q1	$2.07M	Buy	44,320 +1,434	+3%	+$64.7K	1.46%	19
2024 Q4	$1.84M	Buy	42,886 +792	+2%	+$36K	1.31%	18
2024 Q3	$1.85M	Sell	42,094 -5,196	-11%	-$232K	1.32%	15
2024 Q2	$2.16M	Buy	47,290 +16,392	+53%	+$763K	1.35%	18
2024 Q1	$1.46M	Buy	30,898 +2,456	+9%	+$105K	0.92%	23
2023 Q4	$1.19M	Buy	28,442 +6,672	+31%	+$285K	0.82%	28
2023 Q3	$984K	Sell	21,770 -3,004	-12%	-$131K	0.73%	30
2023 Q2	$1.01M	Buy	24,774 +1,752	+8%	+$71.4K	0.76%	28
2023 Q1	$953K	Sell	23,022 -7,480	-25%	-$320K	0.75%	32
2022 Q4	$1.33M	Sell	30,502 -658	-2%	-$28.6K	0.61%	38
2022 Q3	$1.12M	Buy	+31,160	New	+$1.18M	0.53%	34

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

MGO Private Wealth's XLE Position: Q2 2026 in Review

MGO Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 12,352 shares worth $743K. The position accounts for 3.59% of the portfolio, ranked #6.

MGO Private Wealth first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.16M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MGO Private Wealth held 12,352 shares of State Street Energy Select Sector SPDR ETF worth $743K as of Q2 2026.
MGO Private Wealth sold 177 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
State Street Energy Select Sector SPDR ETF made up 3.59% of MGO Private Wealth's portfolio in Q2 2026, its #6 holding.
MGO Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
MGO Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.16M in Q2 2024.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.