Sloy Dahl & Holst’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sloy Dahl & Holst’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	$747K	Hold	14,073	–	–	0.09%	58
2026 Q1	$862K	Sell	14,073 -665	-5%	-$35.7K	0.12%	51
2025 Q4	$659K	Buy	14,738 +230	+2%	+$10.2K	0.08%	61
2025 Q3	$648K	Hold	14,508	–	–	0.07%	57
2025 Q2	$615K	Buy	14,508 +120	+0.8%	+$5K	0.09%	55
2025 Q1	$672K	Sell	14,388 -1,270	-8%	-$57.3K	0.12%	51
2024 Q4	$671K	Sell	15,658 -400	-2%	-$18.2K	0.09%	49
2024 Q3	$705K	Buy	16,058 +2,220	+16%	+$99.2K	0.12%	42
2024 Q2	$631K	Buy	13,838 +320	+2%	+$14.9K	0.13%	38
2024 Q1	$638K	Buy	13,518 +610	+5%	+$26.2K	0.15%	39
2023 Q4	$541K	Buy	12,908 +730	+6%	+$31.2K	0.11%	45
2023 Q3	$550K	Buy	12,178 +3,190	+35%	+$140K	0.12%	37
2023 Q2	$365K	Hold	8,988	–	–	0.07%	55
2023 Q1	$372K	Buy	8,988 +380	+4%	+$16.2K	0.08%	42
2022 Q4	$376K	Buy	8,608 +110	+1%	+$4.79K	0.13%	41
2022 Q3	$306K	Buy	8,498 +430	+5%	+$16.3K	0.06%	58
2022 Q2	$288K	Buy	8,068 +2,490	+45%	+$99.9K	0.07%	54
2022 Q1	$213K	Buy	+5,578	New	+$193K	0.04%	73

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

Sloy Dahl & Holst's XLE Position: Q2 2026 in Review

Sloy Dahl & Holst held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 14,073 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #58.

Sloy Dahl & Holst first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $862K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sloy Dahl & Holst held 14,073 shares of State Street Energy Select Sector SPDR ETF worth $747K as of Q2 2026.
Sloy Dahl & Holst left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of Sloy Dahl & Holst's portfolio in Q2 2026, its #58 holding.
Sloy Dahl & Holst first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Sloy Dahl & Holst's State Street Energy Select Sector SPDR ETF position peaked at $862K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.