Quest 10 Wealth Builders’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Quest 10 Wealth Builders’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	$82.6K	Sell	1,556 -3	-0.2%	-$172	0.06%	157
2026 Q1	$95.5K	Sell	1,559 -1	-0.1%	-$54	0.08%	144
2025 Q4	$69.7K	Hold	1,560	–	–	0.06%	163
2025 Q3	$69.7K	Sell	1,560 -194	-11%	-$8.49K	0.06%	154
2025 Q2	$74.4K	Sell	1,754 -328	-16%	-$13.7K	0.07%	149
2025 Q1	$97.3K	Sell	2,082 -278	-12%	-$12.5K	0.1%	121
2024 Q4	$101K	Buy	+2,360	New	+$107K	0.1%	131

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

Quest 10 Wealth Builders's XLE Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.19% in Q2 2026, selling an estimated $172 and leaving 1,556 shares worth $82.6K. The position accounts for 0.06% of the portfolio, ranked #157.

Quest 10 Wealth Builders first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q4 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Quest 10 Wealth Builders held 1,556 shares of State Street Energy Select Sector SPDR ETF worth $82.6K as of Q2 2026.
Quest 10 Wealth Builders sold 3 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $172.
State Street Energy Select Sector SPDR ETF made up 0.06% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #157 holding.
Quest 10 Wealth Builders first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's State Street Energy Select Sector SPDR ETF position peaked at $101K in Q4 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.