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

Private Wealth 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	$1.06M	Sell	20,006 -448	-2%	-$25.6K	0.1%	121
2026 Q1	$1.25M	Hold	20,454	–	–	0.13%	106
2025 Q4	$915K	Sell	20,454 -20	-0.1%	-$891	0.1%	130
2025 Q3	$915K	Buy	20,474 +316	+2%	+$13.8K	0.11%	122
2025 Q2	$855K	Sell	20,158 -3,680	-15%	-$153K	0.11%	120
2025 Q1	$1.11M	Buy	+23,838	New	+$1.07M	0.16%	100

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

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

Private Wealth Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q2 2026, selling an estimated $25.6K and leaving 20,006 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #121.

Private Wealth Asset Management first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Private Wealth Asset Management held 20,006 shares of State Street Energy Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Private Wealth Asset Management sold 448 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $25.6K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Private Wealth Asset Management's portfolio in Q2 2026, its #121 holding.
Private Wealth Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.25M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.