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

Milestone Asset Management’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	$643K	Buy	12,106 +5,675	+88%	+$324K	0.1%	167
2026 Q1	$394K	Sell	6,431 -5,013	-44%	-$269K	0.07%	180
2025 Q4	$512K	Buy	11,444 +546	+5%	+$24.3K	0.1%	151
2025 Q3	$487K	Sell	10,898 -1,248	-10%	-$54.6K	0.09%	152
2025 Q2	$515K	Sell	12,146 -1,536	-11%	-$64K	0.11%	140
2025 Q1	$639K	Buy	13,682 +360	+3%	+$16.2K	0.14%	118
2024 Q4	$571K	Sell	13,322 -2,650	-17%	-$120K	0.13%	146
2024 Q3	$701K	Buy	15,972 +686	+4%	+$30.7K	0.16%	113
2024 Q2	$697K	Sell	15,286 -3,384	-18%	-$158K	0.17%	111
2024 Q1	$881K	Buy	18,670 +11,996	+180%	+$515K	0.25%	81
2023 Q4	$280K	Sell	6,674 -3,752	-36%	-$160K	0.09%	60
2023 Q3	$462K	Buy	+10,426	New	+$456K	0.16%	38
2023 Q1	–	Sell	-6,134	Closed	-$278K	–	89
2022 Q4	$278K	Buy	+6,134	New	+$267K	0.17%	50

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's XLE Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 88% in Q2 2026, buying an estimated $324K and bringing the position to 12,106 shares worth $643K. The position accounts for 0.1% of the portfolio, ranked #167.

Milestone Asset Management first reported a position in XLE in Q4 2022 and has held it in 13 quarters since. The position peaked at $881K in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Milestone Asset Management held 12,106 shares of State Street Energy Select Sector SPDR ETF worth $643K as of Q2 2026.
Milestone Asset Management bought 5,675 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $324K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Milestone Asset Management's portfolio in Q2 2026, its #167 holding.
Milestone Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Milestone Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $881K in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.