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

Peterson 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	$26.6K	Hold	500	–	–	0.01%	109
2026 Q1	$30.6K	Buy	+500	New	+$26.8K	0.02%	99
2025 Q2	–	Sell	-7,020	Closed	-$328K	–	58
2025 Q1	$328K	Sell	7,020 -2	-0%	-$90	0.22%	44
2024 Q4	$301K	Sell	7,022 -446	-6%	-$20.3K	0.18%	43
2024 Q3	$328K	Sell	7,468 -662	-8%	-$29.6K	0.21%	42
2024 Q2	$370K	Buy	8,130 +60	+0.7%	+$2.79K	0.23%	47
2024 Q1	$381K	Buy	8,070 +120	+2%	+$5.16K	0.28%	49
2023 Q4	$333K	Buy	7,950 +1,538	+24%	+$65.8K	0.3%	47
2023 Q3	$290K	Buy	+6,412	New	+$281K	0.24%	53
2023 Q2	–	Sell	-4,870	Closed	-$202K	–	74
2023 Q1	$202K	Sell	4,870 -106	-2%	-$4.53K	0.19%	59
2022 Q4	$218K	Sell	4,976 -2,340	-32%	-$102K	0.22%	53
2022 Q3	$263K	Buy	+7,316	New	+$277K	0.25%	52

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

Peterson Wealth Management's XLE Position: Q2 2026 in Review

Peterson Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 500 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #109.

Peterson Wealth Management first reported a position in XLE in Q3 2022 and has held it in 12 quarters since. The position peaked at $381K in Q1 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Peterson Wealth Management held 500 shares of State Street Energy Select Sector SPDR ETF worth $26.6K as of Q2 2026.
Peterson Wealth Management 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 Peterson Wealth Management's portfolio in Q2 2026, its #109 holding.
Peterson Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 12 quarters since.
Peterson Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $381K in Q1 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.