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Portside Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Portside Wealth Group’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 		– Sell
-5,855
Closed -$359K – 560
2026
Q1 		$359K Buy
+5,855
New +$314K 0.05% 331

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Portside Wealth Group's XLE Position: Q2 2026 in Review

Portside Wealth Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 5,855 shares — an estimated $359K sold.

Portside Wealth Group first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $359K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Portside Wealth Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 5,855 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $359K.
  • Portside Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Portside Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $359K in Q1 2026.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.