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

Morangie 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	$1.11M	Hold	20,876	–	–	0.92%	25
2026 Q1	$1.28M	Hold	20,876	–	–	1.18%	21
2025 Q4	$933K	Sell	20,876 -5,908	-22%	-$263K	0.74%	26
2025 Q3	$1.2M	Sell	26,784 -782	-3%	-$34.2K	1.03%	21
2025 Q2	$1.17M	Sell	27,566 -830	-3%	-$34.6K	1.01%	20
2025 Q1	$1.33M	Buy	28,396 +2,144	+8%	+$96.7K	1.29%	14
2024 Q4	$1.12M	Buy	+26,252	New	+$1.19M	0.9%	17

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Morangie Management's XLE Position: Q2 2026 in Review

Morangie Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 20,876 shares worth $1.11M. The position accounts for 0.92% of the portfolio, ranked #25.

Morangie Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q1 2025. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Morangie Management held 20,876 shares of State Street Energy Select Sector SPDR ETF worth $1.11M as of Q2 2026.
Morangie Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.92% of Morangie Management's portfolio in Q2 2026, its #25 holding.
Morangie Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Morangie Management's State Street Energy Select Sector SPDR ETF position peaked at $1.33M in Q1 2025.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.