Selective Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Selective Wealth Management’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	$750K	Buy	13,006 +2,500	+24%	+$143K	0.2%	57
2026 Q1	$620K	Buy	10,506 +5	+0%	+$268	0.18%	65
2025 Q4	$500K	Sell	10,501 -435	-4%	-$19.4K	0.16%	64
2025 Q3	$489K	Buy	10,936 +56	+0.5%	+$2.45K	0.16%	64
2025 Q2	$479K	Sell	10,880 -252	-2%	-$10.5K	0.17%	60
2025 Q1	$439K	Buy	11,132 +2	+0%	+$90	0.19%	59
2024 Q4	$508K	Sell	11,130 -18	-0.2%	-$818	0.21%	57
2024 Q3	$508K	Buy	11,148 +2	+0%	+$89	0.21%	58
2024 Q2	$495K	Sell	11,146 -114	-1%	-$5.31K	0.22%	60
2024 Q1	$551K	Buy	+11,260	New	+$484K	0.24%	57
2023 Q3	–	Sell	-6,322	Closed	-$257K	–	115
2023 Q2	$257K	Buy	+6,322	New	+$257K	0.13%	89
2022 Q4	$278K	Buy	6,146 +3,508	+133%	+$153K	0.15%	91
2022 Q3	$95K	Sell	2,638 -870	-25%	-$32.9K	0.04%	217
2022 Q2	$125K	Buy	3,508 +2,908	+485%	+$117K	0.04%	195
2022 Q1	$23K	Buy	600 +200	+50%	+$6.93K	0.01%	428
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	479
2021 Q3	$10K	Buy	+400	New	+$9.91K	0.01%	437

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Selective Wealth Management's XLE Position: Q2 2026 in Review

Selective Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, buying an estimated $143K and bringing the position to 13,006 shares worth $750K. The position accounts for 0.2% of the portfolio, ranked #57.

Selective Wealth Management first reported a position in XLE in Q3 2021 and has held it in 17 quarters since. 957 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Selective Wealth Management held 13,006 shares of State Street Energy Select Sector SPDR ETF worth $750K as of Q2 2026.
Selective Wealth Management bought 2,500 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $143K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Selective Wealth Management's portfolio in Q2 2026, its #57 holding.
Selective Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
957 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.