Midwest Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Midwest Capital Advisors’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	$15.6K	Hold	295	–	–	0.01%	143
2026 Q1	$18K	Hold	295	–	–	0.01%	140
2025 Q4	$13.2K	Sell	295 -1	-0.3%	-$45	0.01%	149
2025 Q3	$13.2K	Buy	296 +4	+1%	+$175	0.01%	148
2025 Q2	$12.4K	Hold	292	–	–	0.01%	150
2025 Q1	$13.7K	Hold	292	–	–	0.01%	145
2024 Q4	$12.5K	Buy	+292	New	+$13.3K	0.01%	153

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

Midwest Capital Advisors's XLE Position: Q2 2026 in Review

Midwest Capital Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 295 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #143.

Midwest Capital Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $18K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Midwest Capital Advisors held 295 shares of State Street Energy Select Sector SPDR ETF worth $15.6K as of Q2 2026.
Midwest Capital Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #143 holding.
Midwest Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $18K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.