Ogorek Anthony Joseph’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ogorek Anthony Joseph’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	$15K	Buy	286 +2	+0.7%	+$114	﹤0.01%	350
2026 Q1	$17K	Buy	284 +2	+0.7%	+$107	﹤0.01%	314
2025 Q4	$12K	Sell	282 -444	-61%	-$19.8K	﹤0.01%	357
2025 Q3	$32K	Buy	726 +2	+0.3%	+$88	0.01%	215
2025 Q2	$30K	Buy	724 +2	+0.3%	+$83	0.01%	212
2025 Q1	$33K	Buy	722 +276	+62%	+$12.4K	0.01%	207
2024 Q4	$19K	Hold	446	–	–	0.01%	187
2024 Q3	$19K	Hold	446	–	–	0.01%	183
2024 Q2	$20K	Hold	446	–	–	0.01%	166
2024 Q1	$21K	Hold	446	–	–	0.01%	166
2023 Q4	$18K	Hold	446	–	–	0.01%	178
2023 Q3	$20K	Hold	446	–	–	0.01%	171
2023 Q2	$18K	Hold	446	–	–	0.01%	169
2023 Q1	$18K	Buy	+446	New	+$19.1K	0.01%	165
2019 Q4	–	Sell	-500	Closed	-$14K	–	219
2019 Q3	$14K	Hold	500	–	–	0.01%	95
2019 Q2	$15K	Hold	500	–	–	0.01%	90
2019 Q1	$16K	Hold	500	–	–	0.01%	80
2018 Q4	$14K	Hold	500	–	–	0.01%	81
2018 Q3	$18K	Hold	500	–	–	0.01%	70
2018 Q2	$18K	Hold	500	–	–	0.01%	62
2018 Q1	$16K	Hold	500	–	–	0.01%	61
2017 Q4	$18K	Hold	500	–	–	0.01%	40
2017 Q3	$17K	Hold	500	–	–	0.02%	35
2017 Q2	$16K	Hold	500	–	–	0.01%	36
2017 Q1	$17K	Hold	500	–	–	0.02%	36
2016 Q4	$17K	Hold	500	–	–	0.01%	44
2016 Q3	$17K	Hold	500	–	–	0.01%	44
2016 Q2	$17K	Hold	500	–	–	0.02%	48
2016 Q1	$15K	Hold	500	–	–	0.01%	46
2015 Q4	$15K	Buy	+500	New	+$16.5K	0.01%	50

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

Ogorek Anthony Joseph's XLE Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.7% in Q2 2026, buying an estimated $114 and bringing the position to 286 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Ogorek Anthony Joseph first reported a position in XLE in Q4 2015 and has held it in 30 quarters since. The position peaked at $33K in Q1 2025. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ogorek Anthony Joseph held 286 shares of State Street Energy Select Sector SPDR ETF worth $15K as of Q2 2026.
Ogorek Anthony Joseph bought 2 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $114.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #350 holding.
Ogorek Anthony Joseph first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 30 quarters since.
Ogorek Anthony Joseph's State Street Energy Select Sector SPDR ETF position peaked at $33K in Q1 2025.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.