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

Princeton Global 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	$239K	Hold	4,500	–	–	0.03%	196
2026 Q1	$276K	Hold	4,500	–	–	0.05%	171
2025 Q4	$201K	Sell	4,500 -5,000	-53%	-$223K	0.03%	194
2025 Q3	$424K	Hold	9,500	–	–	0.07%	142
2025 Q2	$403K	Hold	9,500	–	–	0.07%	140
2025 Q1	$444K	Hold	9,500	–	–	0.09%	131
2024 Q4	$407K	Hold	9,500	–	–	0.08%	146
2024 Q3	$417K	Hold	9,500	–	–	0.08%	138
2024 Q2	$433K	Hold	9,500	–	–	0.1%	120
2024 Q1	$448K	Hold	9,500	–	–	0.11%	113
2023 Q4	$398K	Buy	9,500 +2,000	+27%	+$85.5K	0.1%	118
2023 Q3	$339K	Sell	7,500 -2,000	-21%	-$87.5K	0.1%	120
2023 Q2	$386K	Hold	9,500	–	–	0.11%	115
2023 Q1	$393K	Hold	9,500	–	–	0.11%	118
2022 Q4	$415K	Hold	9,500	–	–	0.13%	109
2022 Q3	$342K	Hold	9,500	–	–	0.12%	117
2022 Q2	$340K	Hold	9,500	–	–	0.11%	125
2022 Q1	$363K	Hold	9,500	–	–	0.1%	129
2021 Q4	$264K	Hold	9,500	–	–	0.07%	160
2021 Q3	$247K	Hold	9,500	–	–	0.08%	163
2021 Q2	$256K	Hold	9,500	–	–	0.08%	157
2021 Q1	$233K	Sell	9,500 -2,000	-17%	-$46.1K	0.08%	164
2020 Q4	$218K	Hold	11,500	–	–	0.08%	159
2020 Q3	$172K	Hold	11,500	–	–	0.07%	160
2020 Q2	$217K	Hold	11,500	–	–	0.07%	174
2020 Q1	$167K	Sell	11,500 -980	-8%	-$23.2K	0.07%	163
2019 Q4	$375	Buy	12,480 +980	+9%	+$29.1K	0.15%	128
2019 Q3	$333K	Hold	11,500	–	–	0.19%	122
2019 Q2	$366K	Hold	11,500	–	–	0.22%	111
2019 Q1	$380K	Hold	11,500	–	–	0.26%	98
2018 Q4	$330K	Buy	+11,500	New	+$385K	0.29%	89

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

Princeton Global Asset Management's XLE Position: Q2 2026 in Review

Princeton Global Asset Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,500 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #196.

Princeton Global Asset Management first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $448K in Q1 2024. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Princeton Global Asset Management held 4,500 shares of State Street Energy Select Sector SPDR ETF worth $239K as of Q2 2026.
Princeton Global Asset 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 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #196 holding.
Princeton Global Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $448K in Q1 2024.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.