MilWealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MilWealth 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	$27.2K	Hold	512	–	–	0.01%	55
2026 Q1	$31.4K	Hold	512	–	–	0.01%	51
2025 Q4	$22.9K	Hold	512	–	–	0.01%	55
2025 Q3	$22.9K	Hold	512	–	–	0.01%	51
2025 Q2	$21.7K	Hold	512	–	–	0.01%	52
2025 Q1	$23.9K	Hold	512	–	–	0.01%	51
2024 Q4	$21.9K	Hold	512	–	–	0.01%	69
2024 Q3	$22.5K	Hold	512	–	–	0.01%	52
2024 Q2	$23.3K	Buy	+512	New	+$23.8K	0.01%	50
2022 Q3	–	Sell	-1,670	Closed	-$59.7K	–	71
2022 Q2	$59.7K	Hold	1,670	–	–	0.03%	37
2022 Q1	$63.8K	Hold	1,670	–	–	0.02%	38
2021 Q4	$46.3K	Hold	1,670	–	–	0.02%	38
2021 Q3	$43.5K	Buy	+1,670	New	+$41.4K	0.02%	41

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

MilWealth Group's XLE Position: Q2 2026 in Review

MilWealth Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 512 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #55.

MilWealth Group first reported a position in XLE in Q3 2021 and has held it in 13 quarters since. The position peaked at $63.8K in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MilWealth Group held 512 shares of State Street Energy Select Sector SPDR ETF worth $27.2K as of Q2 2026.
MilWealth Group 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 MilWealth Group's portfolio in Q2 2026, its #55 holding.
MilWealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 13 quarters since.
MilWealth Group's State Street Energy Select Sector SPDR ETF position peaked at $63.8K in Q1 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.