Spahn Wealth & Retirement’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Spahn Wealth & Retirement’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	$257K	Sell	4,832 -47,985	-91%	-$2.74M	0.17%	36
2026 Q1	$3.24M	Buy	+52,817	New	+$2.83M	4.12%	13

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

Spahn Wealth & Retirement's XLE Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 91% in Q2 2026, selling an estimated $2.74M and leaving 4,832 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #36.

Spahn Wealth & Retirement first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.24M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Spahn Wealth & Retirement held 4,832 shares of State Street Energy Select Sector SPDR ETF worth $257K as of Q2 2026.
Spahn Wealth & Retirement sold 47,985 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.74M.
State Street Energy Select Sector SPDR ETF made up 0.17% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #36 holding.
Spahn Wealth & Retirement first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Spahn Wealth & Retirement's State Street Energy Select Sector SPDR ETF position peaked at $3.24M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.