Newton One Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Newton One Investments’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	$10.6K	Buy	+200	New	+$11.4K	﹤0.01%	111

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

Newton One Investments's XLE Position: Q2 2026 in Review

Newton One Investments opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 200 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #111 among its holdings.

2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Newton One Investments held 200 shares of State Street Energy Select Sector SPDR ETF worth $10.6K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Newton One Investments position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #111 holding.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.