Retirement Income Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Retirement Income Solutions’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	$1.55M	Hold	25,251	–	–	0.27%	47
2026 Q1	$1.55M	Buy	25,251 +3,209	+15%	+$172K	0.26%	47
2025 Q4	$985K	Buy	22,042 +1,278	+6%	+$56.9K	0.17%	55
2025 Q3	$928K	Hold	20,764	–	–	0.16%	56
2025 Q2	$880K	Sell	20,764 -1,078	-5%	-$44.9K	0.16%	55
2025 Q1	$1.02M	Hold	21,842	–	–	0.21%	44
2024 Q4	$935K	Sell	21,842 -2,220	-9%	-$101K	0.19%	47
2024 Q3	$1.06M	Sell	24,062 -1,334	-5%	-$59.6K	0.24%	44
2024 Q2	$1.16M	Sell	25,396 -282	-1%	-$13.1K	0.28%	42
2024 Q1	$1.21M	Buy	25,678 +198	+0.8%	+$8.51K	0.27%	43
2023 Q4	$1.07M	Hold	25,480	–	–	0.27%	43
2023 Q3	$1.15M	Sell	25,480 -2,752	-10%	-$120K	0.32%	38
2023 Q2	$1.15M	Buy	28,232 +198	+0.7%	+$8.06K	0.31%	39
2023 Q1	$1.16M	Sell	28,034 -9,978	-26%	-$427K	0.34%	39
2022 Q4	$1.66M	Buy	38,012 +6,902	+22%	+$300K	0.53%	24
2022 Q3	$1.13M	Sell	31,110 -12,002	-28%	-$454K	0.41%	34
2022 Q2	$1.54M	Buy	43,112 +4,840	+13%	+$194K	0.55%	29
2022 Q1	$1.46M	Buy	+38,272	New	+$1.33M	0.4%	29

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

Retirement Income Solutions's XLE Position: Q2 2026 in Review

Retirement Income Solutions held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 25,251 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #47.

Retirement Income Solutions first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.66M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Retirement Income Solutions held 25,251 shares of State Street Energy Select Sector SPDR ETF worth $1.55M as of Q2 2026.
Retirement Income Solutions left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.27% of Retirement Income Solutions's portfolio in Q2 2026, its #47 holding.
Retirement Income Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Retirement Income Solutions's State Street Energy Select Sector SPDR ETF position peaked at $1.66M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.