Milestone Asset Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Milestone Asset Management Group’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	$206K	Buy	3,871 +21	+0.5%	+$1.2K	0.1%	131
2026 Q1	$236K	Buy	+3,850	New	+$207K	0.14%	117

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

Milestone Asset Management Group's XLE Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.55% in Q2 2026, buying an estimated $1.2K and bringing the position to 3,871 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #131.

Milestone Asset Management Group first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Milestone Asset Management Group held 3,871 shares of State Street Energy Select Sector SPDR ETF worth $206K as of Q2 2026.
Milestone Asset Management Group bought 21 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.2K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Milestone Asset Management Group's portfolio in Q2 2026, its #131 holding.
Milestone Asset Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Milestone Asset Management Group's State Street Energy Select Sector SPDR ETF position peaked at $236K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.