Olistico Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Olistico Wealth’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	$73.8K	Hold	1,390	–	–	0.03%	138
2026 Q1	$85.2K	Buy	1,390 +100	+8%	+$5.36K	0.04%	133
2025 Q4	$57.7K	Buy	+1,290	New	+$57.4K	0.03%	151
2025 Q3	–	Sell	-1,290	Closed	-$54.7K	–	353
2025 Q2	$54.7K	Sell	1,290 -120	-9%	-$5K	0.03%	158
2025 Q1	$65.9K	Buy	1,410 +40	+3%	+$1.8K	0.04%	147
2024 Q4	$58.7K	Hold	1,370	–	–	0.03%	150
2024 Q3	$60.1K	Hold	1,370	–	–	0.04%	155
2024 Q2	$62.4K	Buy	+1,370	New	+$63.8K	0.04%	147

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

Olistico Wealth's XLE Position: Q2 2026 in Review

Olistico Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,390 shares worth $73.8K. The position accounts for 0.03% of the portfolio, ranked #138.

Olistico Wealth first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. The position peaked at $85.2K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Olistico Wealth held 1,390 shares of State Street Energy Select Sector SPDR ETF worth $73.8K as of Q2 2026.
Olistico Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #138 holding.
Olistico Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's State Street Energy Select Sector SPDR ETF position peaked at $85.2K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.