Minot DeBlois Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Minot DeBlois 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	$1.86K	Hold	35	–	–	﹤0.01%	202
2026 Q1	$2.14K	Sell	35 -35	-50%	-$1.88K	﹤0.01%	188
2025 Q4	$3.13K	Sell	70 -30	-30%	-$1.34K	﹤0.01%	181
2025 Q3	$4.47K	Sell	100 -110	-52%	-$4.82K	﹤0.01%	189
2025 Q2	$8.9K	Hold	210	–	–	0.01%	159
2025 Q1	$9.81K	Hold	210	–	–	0.01%	154
2024 Q4	$8.99K	Buy	+210	New	+$9.54K	0.01%	205

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

Minot DeBlois Advisors's XLE Position: Q2 2026 in Review

Minot DeBlois Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 35 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Minot DeBlois Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.81K in Q1 2025. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Minot DeBlois Advisors held 35 shares of State Street Energy Select Sector SPDR ETF worth $1.86K as of Q2 2026.
Minot DeBlois 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 Minot DeBlois Advisors's portfolio in Q2 2026, its #202 holding.
Minot DeBlois Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.81K in Q1 2025.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.