One Plus One Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

One Plus One Wealth 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	$1.3M	Hold	24,477	–	–	0.56%	42
2026 Q1	$1.5M	Sell	24,477 -554	-2%	-$29.7K	0.63%	38
2025 Q4	$1.12M	Sell	25,031 -571	-2%	-$25.4K	0.52%	48
2025 Q3	$1.14M	Sell	25,602 -1,546	-6%	-$67.7K	0.56%	45
2025 Q2	$1.15M	Sell	27,148 -2,118	-7%	-$88.2K	0.63%	43
2025 Q1	$1.37M	Buy	29,266 +78	+0.3%	+$3.52K	0.75%	35
2024 Q4	$1.25M	Sell	29,188 -784	-3%	-$35.6K	0.73%	35
2024 Q3	$1.32M	Sell	29,972 -262	-0.9%	-$11.7K	0.78%	34
2024 Q2	$1.38M	Sell	30,234 -96,268	-76%	-$4.48M	0.79%	30
2024 Q1	$5.97M	Sell	126,502 -360	-0.3%	-$15.5K	3.43%	6
2023 Q4	$5.32M	Sell	126,862 -2,986	-2%	-$128K	3.23%	9
2023 Q3	$5.87M	Sell	129,848 -13,932	-10%	-$610K	3.82%	5
2023 Q2	$5.84M	Buy	143,780 +111,088	+340%	+$4.52M	3.73%	9
2023 Q1	$1.35M	Sell	32,692 -1,952	-6%	-$83.5K	0.96%	29
2022 Q4	$1.52M	Sell	34,644 -21,486	-38%	-$935K	1.06%	27
2022 Q3	$2.02M	Sell	56,130 -4,550	-7%	-$172K	1.65%	20
2022 Q2	$2.17M	Sell	60,680 -52,288	-46%	-$2.1M	1.65%	19
2022 Q1	$4.32M	Buy	112,968 +1,278	+1%	+$44.3K	2.86%	9
2021 Q4	$3.1M	Sell	111,690 -842	-0.7%	-$23.8K	2.14%	14
2021 Q3	$2.93M	Buy	112,532 +1,508	+1%	+$37.4K	2.11%	12
2021 Q2	$2.99M	Sell	111,024 -4,692	-4%	-$122K	2.06%	12
2021 Q1	$2.84M	Buy	+115,716	New	+$2.67M	2.22%	10

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

One Plus One Wealth Management's XLE Position: Q2 2026 in Review

One Plus One Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 24,477 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #42.

One Plus One Wealth Management first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.97M in Q1 2024. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

One Plus One Wealth Management held 24,477 shares of State Street Energy Select Sector SPDR ETF worth $1.3M as of Q2 2026.
One Plus One Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.56% of One Plus One Wealth Management's portfolio in Q2 2026, its #42 holding.
One Plus One Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
One Plus One Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.97M in Q1 2024.
439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.