Robinswood Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Robinswood Financial’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	$9.06K	Buy	170 +78	+85%	+$4.46K	﹤0.01%	296
2026 Q1	$5.68K	Hold	92	–	–	﹤0.01%	318
2025 Q4	$4.15K	Hold	92	–	–	﹤0.01%	320
2025 Q3	$4.18K	Hold	92	–	–	﹤0.01%	314
2025 Q2	$3.93K	Hold	92	–	–	﹤0.01%	318
2025 Q1	$4.3K	Buy	+92	New	+$4.15K	﹤0.01%	303

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

Robinswood Financial's XLE Position: Q2 2026 in Review

Robinswood Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 85% in Q2 2026, buying an estimated $4.46K and bringing the position to 170 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Robinswood Financial first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Robinswood Financial held 170 shares of State Street Energy Select Sector SPDR ETF worth $9.06K as of Q2 2026.
Robinswood Financial bought 78 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.46K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #296 holding.
Robinswood Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.