MI
XLE icon

Moneywise Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Moneywise Inc’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 		$6.3M Buy
118,532
+16,681
+16% +$954K 2.35% 16
2026
Q1 		$6.24M Buy
+101,851
New +$5.46M 2.72% 12

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Moneywise Inc's XLE Position: Q2 2026 in Review

Moneywise Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, buying an estimated $954K and bringing the position to 118,532 shares worth $6.3M. The position accounts for 2.35% of the portfolio, ranked #16.

Moneywise Inc first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Moneywise Inc held 118,532 shares of State Street Energy Select Sector SPDR ETF worth $6.3M as of Q2 2026.
  • Moneywise Inc bought 16,681 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $954K.
  • State Street Energy Select Sector SPDR ETF made up 2.35% of Moneywise Inc's portfolio in Q2 2026, its #16 holding.
  • Moneywise Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.