Pension & Wealth Management Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pension & Wealth Management Advisors’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	$92.4K	Hold	1,740	–	–	0.02%	261
2026 Q1	$107K	Hold	1,740	–	–	0.03%	231
2025 Q4	$77.8K	Hold	1,740	–	–	0.02%	255
2025 Q3	$77.7K	Hold	1,740	–	–	0.02%	234
2025 Q2	$73.8K	Hold	1,740	–	–	0.02%	224
2025 Q1	$81.3K	Hold	1,740	–	–	0.03%	214
2024 Q4	$74.5K	Buy	+1,740	New	+$79.1K	0.03%	214

Other funds holding XLE

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pension & Wealth Management Advisors's XLE Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,740 shares worth $92.4K. The position accounts for 0.02% of the portfolio, ranked #261.

Pension & Wealth Management Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q1 2026. 1,959 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pension & Wealth Management Advisors held 1,740 shares of State Street Energy Select Sector SPDR ETF worth $92.4K as of Q2 2026.
Pension & Wealth Management Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #261 holding.
Pension & Wealth Management Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's State Street Energy Select Sector SPDR ETF position peaked at $107K in Q1 2026.
1,959 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.