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

RMR 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	$616K	Sell	11,599 -1,343	-10%	-$76.8K	0.04%	178
2026 Q1	$793K	Buy	12,942 +869	+7%	+$46.6K	0.06%	132
2025 Q4	$540K	Sell	12,073 -4,197	-26%	-$187K	0.04%	160
2025 Q3	$727K	Buy	16,270 +58	+0.4%	+$2.54K	0.06%	139
2025 Q2	$687K	Sell	16,212 -584	-3%	-$24.3K	0.06%	146
2025 Q1	$785K	Sell	16,796 -3,866	-19%	-$174K	0.08%	121
2024 Q4	$885K	Sell	20,662 -180	-0.9%	-$8.18K	0.09%	117
2024 Q3	$915K	Sell	20,842 -4,084	-16%	-$183K	0.1%	108
2024 Q2	$1.14M	Buy	24,926 +848	+4%	+$39.5K	0.13%	90
2024 Q1	$1.14M	Sell	24,078 -722	-3%	-$31K	0.14%	89
2023 Q4	$1.04M	Sell	24,800 -8,456	-25%	-$362K	0.15%	81
2023 Q3	$1.5M	Sell	33,256 -912	-3%	-$39.9K	0.24%	51
2023 Q2	$1.39M	Sell	34,168 -1,404	-4%	-$57.2K	0.24%	51
2023 Q1	$1.47M	Buy	35,572 +16,124	+83%	+$689K	0.28%	44
2022 Q4	$851K	Sell	19,448 -2,124	-10%	-$92.5K	0.19%	64
2022 Q3	$777K	Sell	21,572 -880	-4%	-$33.3K	0.19%	61
2022 Q2	$803K	Sell	22,452 -20,662	-48%	-$829K	0.2%	71
2022 Q1	$1.65M	Buy	43,114 +24,418	+131%	+$846K	0.35%	47
2021 Q4	$519K	Buy	18,696 +3,734	+25%	+$106K	0.15%	66
2021 Q3	$390K	Buy	14,962 +834	+6%	+$20.7K	0.11%	114
2021 Q2	$381K	Buy	14,128 +2,798	+25%	+$72.8K	0.12%	115
2021 Q1	$278K	Buy	+11,330	New	+$261K	0.07%	145
2020 Q3	–	Sell	-320	Closed	-$6K	–	469
2020 Q2	$6K	Buy	+320	New	+$5.95K	0.01%	375
2019 Q4	$10K	Buy	+320	New	+$9.49K	0.01%	345

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

RMR Wealth Builders's XLE Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $76.8K and leaving 11,599 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #178.

RMR Wealth Builders first reported a position in XLE in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.65M in Q1 2022. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

RMR Wealth Builders held 11,599 shares of State Street Energy Select Sector SPDR ETF worth $616K as of Q2 2026.
RMR Wealth Builders sold 1,343 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $76.8K.
State Street Energy Select Sector SPDR ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #178 holding.
RMR Wealth Builders first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
RMR Wealth Builders's State Street Energy Select Sector SPDR ETF position peaked at $1.65M in Q1 2022.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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