Pacifica Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pacifica Partners’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	$26.1K	Hold	490	–	–	0.01%	228
2026 Q1	$30K	Hold	490	–	–	0.01%	225
2025 Q4	$22.4K	Buy	490 +330	+206%	+$14.7K	0.01%	238
2025 Q3	$7.15K	Hold	160	–	–	﹤0.01%	359
2025 Q2	$6.82K	Hold	160	–	–	﹤0.01%	369
2025 Q1	$6.94K	Hold	160	–	–	﹤0.01%	362
2024 Q4	$6.93K	Hold	160	–	–	﹤0.01%	355
2024 Q3	$7.02K	Hold	160	–	–	﹤0.01%	378
2024 Q2	$7.32K	Sell	160 -54	-25%	-$2.52K	﹤0.01%	386
2024 Q1	$9.97K	Hold	214	–	–	﹤0.01%	360
2023 Q4	$8.9K	Sell	214 -346	-62%	-$14.8K	﹤0.01%	378
2023 Q3	$23.9K	Buy	560 +400	+250%	+$17.5K	0.01%	266
2023 Q2	$6.47K	Hold	160	–	–	﹤0.01%	342
2023 Q1	$6.77K	Hold	160	–	–	﹤0.01%	352
2022 Q4	$7.05K	Hold	160	–	–	﹤0.01%	317
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	359
2022 Q2	$6K	Hold	160	–	–	﹤0.01%	362
2022 Q1	$6K	Buy	160 +100	+167%	+$3.46K	﹤0.01%	363
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	450
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	457
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	445
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	402
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	376
2020 Q3	$1K	Buy	+60	New	+$1.06K	﹤0.01%	338
2020 Q2	–	Sell	-780	Closed	-$13K	–	410
2020 Q1	$13K	Buy	780 +600	+333%	+$14.2K	0.02%	210
2019 Q4	$5K	Buy	+180	New	+$5.34K	﹤0.01%	292

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Pacifica Partners's XLE Position: Q2 2026 in Review

Pacifica Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 490 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #228.

Pacifica Partners first reported a position in XLE in Q4 2019 and has held it in 26 quarters since. The position peaked at $30K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pacifica Partners held 490 shares of State Street Energy Select Sector SPDR ETF worth $26.1K as of Q2 2026.
Pacifica Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #228 holding.
Pacifica Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Pacifica Partners's State Street Energy Select Sector SPDR ETF position peaked at $30K in Q1 2026.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.