Montgomery Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Montgomery Financial Services’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	$13.7K	Buy	+258	New	+$14.8K	0.01%	149

Other funds holding XLE

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Montgomery Financial Services's XLE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 258 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings.

1,959 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Montgomery Financial Services held 258 shares of State Street Energy Select Sector SPDR ETF worth $13.7K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Montgomery Financial Services position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #149 holding.
1,959 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.