Royal Harbor Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Royal Harbor Partners’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	$1.64M	Buy	+30,808	New	+$1.76M	0.51%	34
2023 Q3	–	Sell	-33,248	Closed	-$1.35M	–	67
2023 Q2	$1.35M	Sell	33,248 -190	-0.6%	-$7.74K	0.66%	31
2023 Q1	$1.38M	Buy	+33,438	New	+$1.43M	0.74%	33
2022 Q2	–	Sell	-14,038	Closed	-$537K	–	83
2022 Q1	$537K	Sell	14,038 -98	-0.7%	-$3.39K	0.34%	56
2021 Q4	$392K	Sell	14,136 -12,962	-48%	-$366K	0.25%	61
2021 Q3	$706K	Buy	+27,098	New	+$671K	0.5%	53
2021 Q1	–	Sell	-20,154	Closed	-$382K	–	85
2020 Q4	$382K	Buy	20,154 +298	+2%	+$5.13K	0.32%	65
2020 Q3	$297K	Sell	19,856 -346	-2%	-$6.14K	0.28%	68
2020 Q2	$382K	Sell	20,202 -3,588	-15%	-$66.7K	0.38%	66
2020 Q1	$346K	Sell	23,790 -20,002	-46%	-$474K	0.4%	56
2019 Q4	$1.31M	Buy	+43,792	New	+$1.3M	1.26%	24

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

Royal Harbor Partners's XLE Position: Q2 2026 in Review

Royal Harbor Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 30,808 shares worth $1.64M. The stake represents 0.51% of the portfolio and ranks #34 among its holdings. This is a return to the name: Royal Harbor Partners previously reported a position in XLE as recently as Q2 2023.

Royal Harbor Partners first reported a position in XLE in Q4 2019 and has held it in 11 quarters since. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Royal Harbor Partners held 30,808 shares of State Street Energy Select Sector SPDR ETF worth $1.64M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Royal Harbor Partners position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.51% of Royal Harbor Partners's portfolio in Q2 2026, its #34 holding.
Royal Harbor Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.