Oxinas Partners Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Oxinas Partners 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	$291K	Sell	5,474 -778	-12%	-$44.5K	0.11%	121
2026 Q1	$383K	Buy	6,252 +234	+4%	+$12.6K	0.18%	94
2025 Q4	$269K	Sell	6,018 -28	-0.5%	-$1.25K	0.13%	110
2025 Q3	$270K	Sell	6,046 -13,382	-69%	-$586K	0.14%	103
2025 Q2	$824K	Sell	19,428 -316	-2%	-$13.2K	0.42%	57
2025 Q1	$923K	Buy	19,744 +262	+1%	+$11.8K	0.54%	52
2024 Q4	$834K	Sell	19,482 -1,662	-8%	-$75.5K	0.49%	52
2024 Q3	$928K	Sell	21,144 -374	-2%	-$16.7K	0.57%	50
2024 Q2	$981K	Sell	21,518 -676	-3%	-$31.5K	0.65%	42
2024 Q1	$1.05M	Buy	22,194 +1,648	+8%	+$70.8K	0.68%	38
2023 Q4	$861K	Sell	20,546 -2,522	-11%	-$108K	0.61%	40
2023 Q3	$1.04M	Sell	23,068 -912	-4%	-$39.9K	0.78%	34
2023 Q2	$973K	Sell	23,980 -152	-0.6%	-$6.19K	0.64%	41
2023 Q1	$999K	Buy	24,132 +2,432	+11%	+$104K	0.72%	39
2022 Q4	$949K	Sell	21,700 -1,340	-6%	-$58.3K	0.8%	36
2022 Q3	$830K	Sell	23,040 -45,710	-66%	-$1.73M	0.69%	41
2022 Q2	$2.46M	Buy	68,750 +19,190	+39%	+$770K	1.87%	18
2022 Q1	$1.89M	Buy	49,560 +41,208	+493%	+$1.43M	1.19%	25
2021 Q4	$232K	Buy	+8,352	New	+$236K	0.13%	126
2021 Q3	–	Sell	-28,892	Closed	-$778K	–	169
2021 Q2	$778K	Sell	28,892 -25,038	-46%	-$651K	0.45%	63
2021 Q1	$1.32M	Buy	+53,930	New	+$1.24M	0.84%	35

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

Oxinas Partners Wealth Management's XLE Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, selling an estimated $44.5K and leaving 5,474 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #121.

Oxinas Partners Wealth Management first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.46M in Q2 2022. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Oxinas Partners Wealth Management held 5,474 shares of State Street Energy Select Sector SPDR ETF worth $291K as of Q2 2026.
Oxinas Partners Wealth Management sold 778 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $44.5K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #121 holding.
Oxinas Partners Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Oxinas Partners Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.46M in Q2 2022.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.