MPWM Advisory Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MPWM Advisory Solutions’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	$15.5K	Buy	291 +250	+610%	+$14.3K	0.01%	310
2026 Q1	$2.51K	Buy	41 +33	+413%	+$1.77K	﹤0.01%	468
2025 Q4	$358	Hold	8	–	–	﹤0.01%	526
2025 Q3	$357	Hold	8	–	–	﹤0.01%	501
2025 Q2	$339	Hold	8	–	–	﹤0.01%	506
2025 Q1	$374	Sell	8 -1,200	-99%	-$54.1K	﹤0.01%	682
2024 Q4	$51.7K	Buy	+1,208	New	+$54.9K	0.04%	154

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

MPWM Advisory Solutions's XLE Position: Q2 2026 in Review

MPWM Advisory Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 610% in Q2 2026, buying an estimated $14.3K and bringing the position to 291 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #310.

MPWM Advisory Solutions first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.7K in Q4 2024. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MPWM Advisory Solutions held 291 shares of State Street Energy Select Sector SPDR ETF worth $15.5K as of Q2 2026.
MPWM Advisory Solutions bought 250 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14.3K.
State Street Energy Select Sector SPDR ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #310 holding.
MPWM Advisory Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's State Street Energy Select Sector SPDR ETF position peaked at $51.7K in Q4 2024.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.