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

Premier Private 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	$410K	Sell	7,716 -1,368	-15%	-$78.2K	0.36%	38
2026 Q1	$556K	Buy	9,084 +695	+8%	+$37.3K	0.59%	30
2025 Q4	$420K	Buy	+8,389	New	+$374K	0.44%	36

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

Premier Private Wealth Management's XLE Position: Q2 2026 in Review

Premier Private Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, selling an estimated $78.2K and leaving 7,716 shares worth $410K. The position accounts for 0.36% of the portfolio, ranked #38.

Premier Private Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $556K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Premier Private Wealth Management held 7,716 shares of State Street Energy Select Sector SPDR ETF worth $410K as of Q2 2026.
Premier Private Wealth Management sold 1,368 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $78.2K.
State Street Energy Select Sector SPDR ETF made up 0.36% of Premier Private Wealth Management's portfolio in Q2 2026, its #38 holding.
Premier Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Premier Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $556K 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 Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.