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

Sendero 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	–	Sell	-3,400	Closed	-$208K	–	222
2026 Q1	$208K	Buy	+3,400	New	+$182K	0.02%	201

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

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

Sendero Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,400 shares — an estimated $208K sold.

Sendero Wealth Management first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sendero Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sendero Wealth Management sold 3,400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
Sendero Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Sendero Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $208K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.