Peak Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Peak Asset 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	$595K	Buy	11,194 +132	+1%	+$7.55K	0.09%	109
2026 Q1	$678K	Hold	11,062	–	–	0.12%	84
2025 Q4	$495K	Hold	11,062	–	–	0.08%	99
2025 Q3	$494K	Hold	11,062	–	–	0.09%	96
2025 Q2	$469K	Hold	11,062	–	–	0.09%	100
2025 Q1	$517K	Sell	11,062 -11,914	-52%	-$537K	0.1%	90
2024 Q4	$984K	Hold	22,976	–	–	0.18%	74
2024 Q3	$1.01M	Hold	22,976	–	–	0.19%	74
2024 Q2	$1.05M	Hold	22,976	–	–	0.21%	70
2024 Q1	$1.08M	Hold	22,976	–	–	0.21%	71
2023 Q4	$963K	Sell	22,976 -9,710	-30%	-$415K	0.21%	72
2023 Q3	$1.48M	Hold	32,686	–	–	0.36%	64
2023 Q2	$1.33M	Sell	32,686 -1,834	-5%	-$74.7K	0.31%	64
2023 Q1	$1.43M	Sell	34,520 -460	-1%	-$19.7K	0.35%	58
2022 Q4	$1.53M	Hold	34,980	–	–	0.4%	58
2022 Q3	$1.26M	Buy	34,980 +630	+2%	+$23.8K	0.36%	60
2022 Q2	$1.23M	Buy	+34,350	New	+$1.38M	0.34%	61
2018 Q4	–	Sell	-8,360	Closed	-$317K	–	139
2018 Q3	$317K	Sell	8,360 -1,980	-19%	-$74.2K	0.11%	95
2018 Q2	$393K	Hold	10,340	–	–	0.14%	88
2018 Q1	$349K	Sell	10,340 -4,738	-31%	-$168K	0.13%	92
2017 Q4	$545K	Hold	15,078	–	–	0.2%	74
2017 Q3	$516K	Buy	15,078 +1,250	+9%	+$40.7K	0.18%	88
2017 Q2	$449K	Sell	13,828 -1,960	-12%	-$65.9K	0.17%	90
2017 Q1	$552K	Sell	15,788 -1,090	-6%	-$39.4K	0.21%	84
2016 Q4	$636K	Buy	16,878 +9,326	+123%	+$337K	0.25%	77
2016 Q3	$267K	Buy	+7,552	New	+$259K	0.11%	115
2015 Q3	–	Sell	-6,218	Closed	-$234K	–	127
2015 Q2	$234K	Hold	6,218	–	–	0.12%	107
2015 Q1	$241K	Buy	+6,218	New	+$241K	0.12%	104

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

Peak Asset Management's XLE Position: Q2 2026 in Review

Peak Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, buying an estimated $7.55K and bringing the position to 11,194 shares worth $595K. The position accounts for 0.09% of the portfolio, ranked #109.

Peak Asset Management first reported a position in XLE in Q1 2015 and has held it in 28 quarters since. The position peaked at $1.53M in Q4 2022. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Peak Asset Management held 11,194 shares of State Street Energy Select Sector SPDR ETF worth $595K as of Q2 2026.
Peak Asset Management bought 132 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.55K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Peak Asset Management's portfolio in Q2 2026, its #109 holding.
Peak Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 28 quarters since.
Peak Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.53M in Q4 2022.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.