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

Newbridge Financial Services Group’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	$265K	Buy	4,993 +3,501	+235%	+$200K	0.03%	212
2026 Q1	$91.4K	Sell	1,492 -2,055	-58%	-$110K	0.02%	327
2025 Q4	$159K	Buy	3,547 +2,953	+497%	+$132K	0.02%	258
2025 Q3	$26.6K	Buy	594 +2	+0.3%	+$88	﹤0.01%	671
2025 Q2	$25.1K	Sell	592 -346	-37%	-$14.4K	﹤0.01%	661
2025 Q1	$43.8K	Sell	938 -3,634	-79%	-$164K	0.01%	395
2024 Q4	$196K	Buy	4,572 +1,098	+32%	+$49.9K	0.05%	210
2024 Q3	$152K	Sell	3,474 -112	-3%	-$5.01K	0.05%	175
2024 Q2	$163K	Sell	3,586 -2,446	-41%	-$114K	0.06%	203
2024 Q1	$285K	Sell	6,032 -4,468	-43%	-$192K	0.12%	145
2023 Q4	$440K	Sell	10,500 -3,636	-26%	-$155K	0.22%	107
2023 Q3	$639K	Buy	14,136 +5,022	+55%	+$220K	0.32%	62
2023 Q2	$370K	Sell	9,114 -1,436	-14%	-$58.5K	0.18%	110
2023 Q1	$437K	Sell	10,550 -1,252	-11%	-$53.5K	0.23%	94
2022 Q4	$516K	Sell	11,802 -218	-2%	-$9.49K	0.3%	81
2022 Q3	$433K	Buy	12,020 +30	+0.3%	+$1.14K	0.25%	92
2022 Q2	$429K	Sell	11,990 -62,608	-84%	-$2.51M	0.27%	88
2022 Q1	$2.85M	Buy	74,598 +7,916	+12%	+$274K	1.4%	6
2021 Q4	$1.85M	Buy	66,682 +4,064	+6%	+$115K	0.87%	15
2021 Q3	$1.63M	Buy	62,618 +1,534	+3%	+$38K	1.02%	12
2021 Q2	$1.65M	Buy	61,084 +16,728	+38%	+$435K	1.01%	12
2021 Q1	$1.09M	Buy	44,356 +17,752	+67%	+$410K	0.8%	14
2020 Q4	$504K	Sell	26,604 -9,048	-25%	-$156K	0.41%	48
2020 Q3	$534K	Buy	+35,652	New	+$633K	0.53%	41

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

Newbridge Financial Services Group's XLE Position: Q2 2026 in Review

Newbridge Financial Services Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 235% in Q2 2026, buying an estimated $200K and bringing the position to 4,993 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #212.

Newbridge Financial Services Group first reported a position in XLE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.85M in Q1 2022. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Newbridge Financial Services Group held 4,993 shares of State Street Energy Select Sector SPDR ETF worth $265K as of Q2 2026.
Newbridge Financial Services Group bought 3,501 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #212 holding.
Newbridge Financial Services Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's State Street Energy Select Sector SPDR ETF position peaked at $2.85M in Q1 2022.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.