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

PACK Private 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	$379K	Buy	7,145 +1,191	+20%	+$68.1K	0.16%	33
2026 Q1	$365K	Hold	5,954	–	–	0.17%	34
2025 Q4	$266K	Buy	5,954 +706	+13%	+$31.4K	0.12%	48
2025 Q3	$234K	Buy	+5,248	New	+$230K	0.11%	49

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

PACK Private Wealth's XLE Position: Q2 2026 in Review

PACK Private Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, buying an estimated $68.1K and bringing the position to 7,145 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #33.

PACK Private Wealth first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

PACK Private Wealth held 7,145 shares of State Street Energy Select Sector SPDR ETF worth $379K as of Q2 2026.
PACK Private Wealth bought 1,191 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $68.1K.
State Street Energy Select Sector SPDR ETF made up 0.16% of PACK Private Wealth's portfolio in Q2 2026, its #33 holding.
PACK Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.