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

Simplicity 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	$2.96M	Buy	55,649 +32,226	+138%	+$1.84M	0.1%	208
2026 Q1	$1.43M	Buy	23,423 +11,189	+91%	+$600K	0.08%	228
2025 Q4	$547K	Sell	12,234 -3,712	-23%	-$165K	0.03%	407
2025 Q3	$712K	Buy	+15,946	New	+$698K	0.04%	367
2025 Q2	–	Sell	-19,784	Closed	-$924K	–	673
2025 Q1	$924K	Buy	+19,784	New	+$892K	0.07%	265
2024 Q3	–	Sell	-97,512	Closed	-$4.44M	–	1237
2024 Q2	$4.44M	Buy	97,512 +5,360	+6%	+$250K	0.1%	199
2024 Q1	$4.35M	Buy	+92,152	New	+$3.96M	0.1%	196
2022 Q4	–	Sell	-7,422	Closed	-$267K	–	94
2022 Q3	$267K	Buy	7,422 +80	+1%	+$3.02K	0.36%	60
2022 Q2	$263K	Sell	7,342 -8,290	-53%	-$333K	0.38%	50
2022 Q1	$597K	Sell	15,632 -28,480	-65%	-$986K	0.58%	43
2021 Q4	$1.22M	Buy	+44,112	New	+$1.25M	0.66%	32

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

Simplicity Wealth's XLE Position: Q2 2026 in Review

Simplicity Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 138% in Q2 2026, buying an estimated $1.84M and bringing the position to 55,649 shares worth $2.96M. The position accounts for 0.1% of the portfolio, ranked #208.

Simplicity Wealth first reported a position in XLE in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.44M in Q2 2024. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Simplicity Wealth held 55,649 shares of State Street Energy Select Sector SPDR ETF worth $2.96M as of Q2 2026.
Simplicity Wealth bought 32,226 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.84M.
State Street Energy Select Sector SPDR ETF made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #208 holding.
Simplicity Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Simplicity Wealth's State Street Energy Select Sector SPDR ETF position peaked at $4.44M in Q2 2024.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.