Shoker Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Shoker Investment Counsel’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	$485K	Buy	9,139 +8	+0.1%	+$457	0.12%	81
2026 Q1	$559K	Buy	9,131 +6	+0.1%	+$322	0.17%	73
2025 Q4	$408K	Buy	9,125 +7	+0.1%	+$312	0.12%	81
2025 Q3	$407K	Buy	9,118 +8	+0.1%	+$350	0.12%	84
2025 Q2	$386K	Buy	9,110 +10	+0.1%	+$416	0.12%	85
2025 Q1	$425K	Buy	9,100 +6	+0.1%	+$271	0.14%	74
2024 Q4	$390K	Buy	9,094 +8	+0.1%	+$364	0.13%	77
2024 Q3	$399K	Buy	9,086 +8	+0.1%	+$358	0.13%	78
2024 Q2	$414K	Buy	9,078 +8	+0.1%	+$373	0.15%	75
2024 Q1	$431K	Buy	9,070 +8	+0.1%	+$344	0.15%	73
2023 Q4	$380K	Buy	9,062 +8	+0.1%	+$342	0.15%	69
2023 Q3	$409K	Sell	9,054 -242	-3%	-$10.6K	0.18%	66
2023 Q2	$377K	Sell	9,296 -1,272	-12%	-$51.8K	0.16%	67
2023 Q1	$438K	Sell	10,568 -94	-0.9%	-$4.02K	0.19%	68
2022 Q4	$466K	Buy	10,662 +1,440	+16%	+$62.7K	0.21%	68
2022 Q3	$332K	Sell	9,222 -88	-0.9%	-$3.33K	0.17%	68
2022 Q2	$332K	Sell	9,310 -370	-4%	-$14.8K	0.18%	72
2022 Q1	$370K	Buy	9,680 +12	+0.1%	+$416	0.18%	72
2021 Q4	$268K	Sell	9,668 -1,192	-11%	-$33.7K	0.12%	87
2021 Q3	$282K	Sell	10,860 -6,842	-39%	-$170K	0.14%	82
2021 Q2	$476K	Sell	17,702 -188	-1%	-$4.89K	0.24%	68
2021 Q1	$438K	Sell	17,890 -24,806	-58%	-$572K	0.23%	66
2020 Q4	$809K	Buy	42,696 +29,008	+212%	+$500K	0.45%	55
2020 Q3	$204K	Buy	+13,688	New	+$243K	0.13%	81

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

Shoker Investment Counsel's XLE Position: Q2 2026 in Review

Shoker Investment Counsel increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.09% in Q2 2026, buying an estimated $457 and bringing the position to 9,139 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #81.

Shoker Investment Counsel first reported a position in XLE in Q3 2020 and has held it in 24 quarters since. The position peaked at $809K in Q4 2020. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Shoker Investment Counsel held 9,139 shares of State Street Energy Select Sector SPDR ETF worth $485K as of Q2 2026.
Shoker Investment Counsel bought 8 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $457.
State Street Energy Select Sector SPDR ETF made up 0.12% of Shoker Investment Counsel's portfolio in Q2 2026, its #81 holding.
Shoker Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Shoker Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $809K in Q4 2020.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Shoker Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.