Sacks & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sacks & Associates’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	$416K	Buy	6,983 +19	+0.3%	+$1.09K	0.28%	58
2026 Q1	$427K	Buy	6,964 +124	+2%	+$6.65K	0.32%	55
2025 Q4	$306K	Buy	+6,840	New	+$305K	0.22%	65

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

Sacks & Associates's XLE Position: Q2 2026 in Review

Sacks & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.27% in Q2 2026, buying an estimated $1.09K and bringing the position to 6,983 shares worth $416K. The position accounts for 0.28% of the portfolio, ranked #58.

Sacks & Associates first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q1 2026. 2,022 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sacks & Associates held 6,983 shares of State Street Energy Select Sector SPDR ETF worth $416K as of Q2 2026.
Sacks & Associates bought 19 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.09K.
State Street Energy Select Sector SPDR ETF made up 0.28% of Sacks & Associates's portfolio in Q2 2026, its #58 holding.
Sacks & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Sacks & Associates's State Street Energy Select Sector SPDR ETF position peaked at $427K in Q1 2026.
2,022 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.