Shulman DeMeo Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Shulman DeMeo Asset 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	$500K	Buy	9,420 +18	+0.2%	+$1.03K	0.09%	73
2026 Q1	$576K	Sell	9,402 -65	-0.7%	-$3.49K	0.12%	64
2025 Q4	$423K	Sell	9,467 -67	-0.7%	-$2.98K	0.1%	73
2025 Q3	$426K	Buy	9,534 +62	+0.7%	+$2.71K	0.1%	75
2025 Q2	$402K	Sell	9,472 -74	-0.8%	-$3.08K	0.1%	73
2025 Q1	$446K	Sell	9,546 -156	-2%	-$7.03K	0.13%	65
2024 Q4	$416K	Buy	9,702 +62	+0.6%	+$2.82K	0.11%	73
2024 Q3	$423K	Sell	9,640 -118	-1%	-$5.28K	0.1%	81
2024 Q2	$445K	Buy	9,758 +30	+0.3%	+$1.4K	0.12%	70
2024 Q1	$459K	Sell	9,728 -256	-3%	-$11K	0.12%	77
2023 Q4	$419K	Buy	9,984 +72	+0.7%	+$3.08K	0.12%	77
2023 Q3	$448K	Sell	9,912 -370	-4%	-$16.2K	0.15%	65
2023 Q2	$417K	Sell	10,282 -902	-8%	-$36.7K	0.12%	74
2023 Q1	$463K	Sell	11,184 -128	-1%	-$5.47K	0.15%	66
2022 Q4	$495K	Buy	11,312 +648	+6%	+$28.2K	0.16%	60
2022 Q3	$384K	Buy	10,664 +84	+0.8%	+$3.18K	0.14%	76
2022 Q2	$378K	Buy	10,580 +78	+0.7%	+$3.13K	0.13%	83
2022 Q1	$401K	Sell	10,502 -2	-0%	-$69	0.11%	91
2021 Q4	$292K	Buy	+10,504	New	+$297K	0.08%	112
2021 Q3	–	Sell	-34,180	Closed	-$921K	–	135
2021 Q2	$921K	Sell	34,180 -456	-1%	-$11.9K	0.36%	20
2021 Q1	$850K	Sell	34,636 -9,500	-22%	-$219K	0.23%	49
2020 Q4	$836K	Buy	44,136 +10,472	+31%	+$180K	0.24%	45
2020 Q3	$504K	Sell	33,664 -1,216	-3%	-$21.6K	0.17%	59
2020 Q2	$660K	Sell	34,880 -1,152	-3%	-$21.4K	0.26%	45
2020 Q1	$524K	Sell	36,032 -3,744	-9%	-$88.8K	0.24%	46
2019 Q4	$1.19M	Buy	+39,776	New	+$1.18M	0.41%	28
2019 Q3	–	Sell	-19,324	Closed	-$616K	–	146
2019 Q2	$616K	Sell	19,324 -2,238	-10%	-$71.7K	0.23%	47
2019 Q1	$713K	Sell	21,562 -1,126	-5%	-$36.2K	0.27%	44
2018 Q4	$651K	Buy	+22,688	New	+$759K	0.36%	25

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

Shulman DeMeo Asset Management's XLE Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.19% in Q2 2026, buying an estimated $1.03K and bringing the position to 9,420 shares worth $500K. The position accounts for 0.09% of the portfolio, ranked #73.

Shulman DeMeo Asset Management first reported a position in XLE in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.19M in Q4 2019. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Shulman DeMeo Asset Management held 9,420 shares of State Street Energy Select Sector SPDR ETF worth $500K as of Q2 2026.
Shulman DeMeo Asset Management bought 18 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.03K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #73 holding.
Shulman DeMeo Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.19M in Q4 2019.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.