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

Objective Capital 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	$461K	Sell	8,689 -398	-4%	-$22.8K	0.41%	59
2026 Q1	$557K	Buy	9,087 +313	+4%	+$16.8K	0.56%	49
2025 Q4	$392K	Sell	8,774 -2,830	-24%	-$126K	0.4%	59
2025 Q3	$518K	Buy	11,604 +32	+0.3%	+$1.4K	0.54%	45
2025 Q2	$491K	Buy	11,572 +1,894	+20%	+$78.9K	0.55%	45
2025 Q1	$452K	Sell	9,678 -5,326	-35%	-$240K	0.58%	45
2024 Q4	$643K	Sell	15,004 -748	-5%	-$34K	0.43%	52
2024 Q3	$692K	Buy	+15,752	New	+$704K	0.41%	57
2024 Q1	$982K	Buy	20,794 +1,352	+7%	+$58.1K	0.66%	38
2023 Q4	$815K	Buy	19,442 +2,462	+14%	+$105K	0.62%	38
2023 Q3	$767K	Buy	16,980 +2,366	+16%	+$104K	0.68%	38
2023 Q2	$593K	Sell	14,614 -200	-1%	-$8.15K	0.52%	45
2023 Q1	$614K	Buy	14,814 +432	+3%	+$18.5K	0.56%	45
2022 Q4	$629K	Sell	14,382 -272	-2%	-$11.8K	0.63%	42
2022 Q3	$528K	Buy	14,654 +324	+2%	+$12.3K	0.56%	45
2022 Q2	$512K	Buy	14,330 +520	+4%	+$20.9K	0.52%	49
2022 Q1	$528K	Buy	13,810 +2,068	+18%	+$71.6K	0.41%	58
2021 Q4	$326K	Buy	+11,742	New	+$332K	0.23%	82

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

Objective Capital Management's XLE Position: Q2 2026 in Review

Objective Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q2 2026, selling an estimated $22.8K and leaving 8,689 shares worth $461K. The position accounts for 0.41% of the portfolio, ranked #59.

Objective Capital Management first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $982K in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Objective Capital Management held 8,689 shares of State Street Energy Select Sector SPDR ETF worth $461K as of Q2 2026.
Objective Capital Management sold 398 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.8K.
State Street Energy Select Sector SPDR ETF made up 0.41% of Objective Capital Management's portfolio in Q2 2026, its #59 holding.
Objective Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $982K in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.