Signal Advisors Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Signal Advisors Wealth’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	$5.24M	Buy	98,704 +23,515	+31%	+$1.34M	0.26%	78
2026 Q1	$4.61M	Buy	75,189 +43,464	+137%	+$2.33M	0.32%	74
2025 Q4	$1.42M	Buy	31,725 +21,019	+196%	+$936K	0.11%	149
2025 Q3	$478K	Sell	10,706 -223,832	-95%	-$9.8M	0.04%	279
2025 Q2	$9.95M	Buy	234,538 +162,098	+224%	+$6.75M	0.78%	32
2025 Q1	$3.38M	Buy	72,440 +8,980	+14%	+$405K	0.33%	79
2024 Q4	$2.72M	Buy	63,460 +32,652	+106%	+$1.48M	0.31%	89
2024 Q3	$1.35M	Buy	+30,808	New	+$1.38M	0.19%	128
2024 Q2	–	Sell	-8,532	Closed	-$403K	–	290
2024 Q1	$403K	Buy	8,532 +2,086	+32%	+$89.6K	0.1%	195
2023 Q4	$270K	Buy	+6,446	New	+$276K	0.09%	179

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

Signal Advisors Wealth's XLE Position: Q2 2026 in Review

Signal Advisors Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q2 2026, buying an estimated $1.34M and bringing the position to 98,704 shares worth $5.24M. The position accounts for 0.26% of the portfolio, ranked #78.

Signal Advisors Wealth first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.95M in Q2 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Signal Advisors Wealth held 98,704 shares of State Street Energy Select Sector SPDR ETF worth $5.24M as of Q2 2026.
Signal Advisors Wealth bought 23,515 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
State Street Energy Select Sector SPDR ETF made up 0.26% of Signal Advisors Wealth's portfolio in Q2 2026, its #78 holding.
Signal Advisors Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's State Street Energy Select Sector SPDR ETF position peaked at $9.95M in Q2 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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