Newman Dignan & Sheerar Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Newman Dignan & Sheerar 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	$346K	Sell	6,518 -280	-4%	-$16K	0.07%	152
2026 Q1	$416K	Sell	6,798 -240	-3%	-$12.9K	0.09%	136
2025 Q4	$315K	Sell	7,038 -200	-3%	-$8.91K	0.07%	155
2025 Q3	$323K	Buy	7,238 +600	+9%	+$26.3K	0.07%	149
2025 Q2	$281K	Sell	6,638 -62	-0.9%	-$2.58K	0.06%	160
2025 Q1	$313K	Hold	6,700	–	–	0.09%	132
2024 Q4	$287K	Hold	6,700	–	–	0.07%	145
2024 Q3	$299K	Sell	6,700 -560	-8%	-$25K	0.07%	146
2024 Q2	$331K	Buy	7,260 +150	+2%	+$6.99K	0.09%	135
2024 Q1	$336K	Sell	7,110 -86	-1%	-$3.69K	0.09%	140
2023 Q4	$302K	Sell	7,196 -504	-7%	-$21.6K	0.09%	136
2023 Q3	$348K	Hold	7,700	–	–	0.11%	125
2023 Q2	$313K	Buy	7,700 +200	+3%	+$8.15K	0.1%	139
2023 Q1	$311K	Sell	7,500 -122	-2%	-$5.22K	0.1%	145
2022 Q4	$333K	Sell	7,622 -332	-4%	-$14.5K	0.11%	138
2022 Q3	$286	Buy	7,954 +376	+5%	+$14.2K	0.04%	143
2022 Q2	$271K	Buy	+7,578	New	+$304K	0.09%	160

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

Newman Dignan & Sheerar Inc's XLE Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q2 2026, selling an estimated $16K and leaving 6,518 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #152.

Newman Dignan & Sheerar Inc first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $416K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Newman Dignan & Sheerar Inc held 6,518 shares of State Street Energy Select Sector SPDR ETF worth $346K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 280 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #152 holding.
Newman Dignan & Sheerar Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Newman Dignan & Sheerar Inc's State Street Energy Select Sector SPDR ETF position peaked at $416K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.