Solitude Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Solitude Financial Services’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	$12.6M	Buy	237,235 +22,006	+10%	+$1.26M	3.49%	7
2026 Q1	$12M	Sell	215,229 -42,271	-16%	-$2.27M	3.55%	7
2025 Q4	$11.5M	Sell	257,500 -15,220	-6%	-$678K	3.8%	7
2025 Q3	$12.2M	Sell	272,720 -256	-0.1%	-$11.2K	4.17%	7
2025 Q2	$11.6M	Buy	272,976 +26,524	+11%	+$1.1M	4.19%	7
2025 Q1	$11.5M	Sell	246,452 -7,086	-3%	-$319K	4.47%	7
2024 Q4	$10.9M	Sell	253,538 -4,104	-2%	-$187K	4.75%	8
2024 Q3	$11.3M	Buy	257,642 +8,342	+3%	+$373K	4.83%	8
2024 Q2	$11.4M	Buy	249,300 +7,770	+3%	+$362K	5.28%	8
2024 Q1	$11.4M	Buy	241,530 +126,878	+111%	+$5.45M	5.25%	7
2023 Q4	$4.81M	Buy	114,652 +11,904	+12%	+$509K	2.63%	12
2023 Q3	$4.64M	Sell	102,748 -16,464	-14%	-$720K	2.62%	11
2023 Q2	$4.84M	Buy	119,212 +10,898	+10%	+$444K	2.74%	11
2023 Q1	$4.49M	Buy	108,314 +11,392	+12%	+$487K	2.88%	11
2022 Q4	$4.24M	Sell	96,922 -6,454	-6%	-$281K	2.9%	9
2022 Q3	$3.72M	Buy	103,376 +4,478	+5%	+$169K	2.72%	12
2022 Q2	$3.54M	Sell	98,898 -27,720	-22%	-$1.11M	2.48%	13
2022 Q1	$4.84M	Buy	126,618 +48,136	+61%	+$1.67M	3.03%	14
2021 Q4	$2.18M	Buy	78,482 +8,682	+12%	+$245K	1.45%	18
2021 Q3	$1.82M	Buy	69,800 +9,782	+16%	+$242K	1.25%	19
2021 Q2	$1.62M	Buy	60,018 +6,152	+11%	+$160K	1.17%	26
2021 Q1	$1.32M	Sell	53,866 -22,416	-29%	-$517K	1.06%	25
2020 Q4	$1.45M	Buy	+76,282	New	+$1.31M	1.27%	20

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

Solitude Financial Services's XLE Position: Q2 2026 in Review

Solitude Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, buying an estimated $1.26M and bringing the position to 237,235 shares worth $12.6M. The position accounts for 3.49% of the portfolio, ranked #7.

Solitude Financial Services first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Solitude Financial Services held 237,235 shares of State Street Energy Select Sector SPDR ETF worth $12.6M as of Q2 2026.
Solitude Financial Services bought 22,006 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.26M.
State Street Energy Select Sector SPDR ETF made up 3.49% of Solitude Financial Services's portfolio in Q2 2026, its #7 holding.
Solitude Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.