Private Client Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$919K Buy
17,298
+6,340
+58% +$363K 0.24% 84
2026
Q1
$671K Buy
10,958
+2,365
+28% +$127K 0.2% 91
2025
Q4
$384K Sell
8,593
-817
-9% -$36.4K 0.12% 123
2025
Q3
$420K Sell
9,410
-2,930
-24% -$128K 0.14% 116
2025
Q2
$523K Buy
12,340
+2,316
+23% +$96.5K 0.2% 106
2025
Q1
$468K Sell
10,024
-956
-9% -$43.1K 0.23% 92
2024
Q4
$470K Sell
10,980
-168
-2% -$7.63K 0.25% 88
2024
Q3
$489K Sell
11,148
-126
-1% -$5.63K 0.26% 80
2024
Q2
$514K Buy
11,274
+310
+3% +$14.4K 0.32% 66
2024
Q1
$518K Sell
10,964
-20
-0.2% -$859 0.35% 65
2023
Q4
$460K Buy
+10,984
New +$470K 0.38% 80

Other funds holding XLE

Private Client Services's XLE Position: Q2 2026 in Review

Private Client Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 58% in Q2 2026, buying an estimated $363K and bringing the position to 17,298 shares worth $919K. The position accounts for 0.24% of the portfolio, ranked #84.

Private Client Services first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Private Client Services held 17,298 shares of State Street Energy Select Sector SPDR ETF worth $919K as of Q2 2026.
  • Private Client Services bought 6,340 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $363K.
  • State Street Energy Select Sector SPDR ETF made up 0.24% of Private Client Services's portfolio in Q2 2026, its #84 holding.
  • Private Client Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.