Schneider Downs Wealth Management Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Schneider Downs Wealth Management Advisors’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	$758K	Sell	14,278 -536	-4%	-$30.6K	0.07%	88
2026 Q1	$908K	Hold	14,814	–	–	0.1%	72
2025 Q4	$662K	Hold	14,814	–	–	0.07%	83
2025 Q3	$662K	Hold	14,814	–	–	0.08%	86
2025 Q2	$628K	Buy	14,814 +9,330	+170%	+$389K	0.09%	84
2025 Q1	$256K	Buy	5,484 +380	+7%	+$17.1K	0.05%	123
2024 Q4	$219K	Sell	5,104 -4,340	-46%	-$197K	0.04%	130
2024 Q3	$415K	Sell	9,444 -46	-0.5%	-$2.06K	0.08%	95
2024 Q2	$433K	Buy	9,490 +2,866	+43%	+$133K	0.1%	89
2024 Q1	$313K	Buy	6,624 +6	+0.1%	+$258	0.07%	100
2023 Q4	$277K	Sell	6,618 -318	-5%	-$13.6K	0.07%	91
2023 Q3	$313K	Buy	6,936 +1,526	+28%	+$66.8K	0.07%	80
2023 Q2	$220K	Sell	5,410 -1,088	-17%	-$44.3K	0.05%	105
2023 Q1	$269K	Sell	6,498 -432	-6%	-$18.5K	0.06%	94
2022 Q4	$303K	Sell	6,930 -12	-0.2%	-$522	0.07%	91
2022 Q3	$250K	Hold	6,942	–	–	0.07%	106
2022 Q2	$248K	Buy	+6,942	New	+$279K	0.07%	114

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

Schneider Downs Wealth Management Advisors's XLE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.6% in Q2 2026, selling an estimated $30.6K and leaving 14,278 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #88.

Schneider Downs Wealth Management Advisors first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $908K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Schneider Downs Wealth Management Advisors held 14,278 shares of State Street Energy Select Sector SPDR ETF worth $758K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 536 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $30.6K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #88 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Schneider Downs Wealth Management Advisors's State Street Energy Select Sector SPDR ETF position peaked at $908K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.