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

Spire Wealth Management’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	$4.01M	Sell	75,423 -16,700	-18%	-$955K	0.12%	158
2026 Q1	$5.64M	Buy	92,123 +17,619	+24%	+$945K	0.19%	113
2025 Q4	$3.33M	Sell	74,504 -4,042	-5%	-$180K	0.11%	166
2025 Q3	$3.51M	Sell	78,546 -53,542	-41%	-$2.34M	0.12%	146
2025 Q2	$5.59M	Sell	132,088 -31,600	-19%	-$1.32M	0.2%	96
2025 Q1	$7.65M	Sell	163,688 -55,266	-25%	-$2.49M	0.24%	90
2024 Q4	$9.38M	Buy	218,954 +11,312	+5%	+$514K	0.29%	76
2024 Q3	$9.12M	Sell	207,642 -17,350	-8%	-$776K	0.31%	72
2024 Q2	$10.2M	Sell	224,992 -30,786	-12%	-$1.43M	0.36%	53
2024 Q1	$26.1M	Buy	255,778 +19,618	+8%	+$843K	0.47%	36
2023 Q4	$9.47M	Sell	236,160 -60,528	-20%	-$2.59M	0.31%	64
2023 Q3	$13.4M	Buy	296,688 +34,820	+13%	+$1.52M	0.51%	47
2023 Q2	$10.6M	Buy	261,868 +27,276	+12%	+$1.11M	0.39%	56
2023 Q1	$9.72M	Buy	234,592 +49,928	+27%	+$2.13M	0.38%	58
2022 Q4	$8.08M	Sell	184,664 -14,278	-7%	-$622K	0.45%	52
2022 Q3	$7.16M	Sell	198,942 -76,704	-28%	-$2.9M	0.44%	53
2022 Q2	$9.86M	Sell	275,646 -3,254	-1%	-$131K	0.41%	61
2022 Q1	$10.7M	Buy	278,900 +12,702	+5%	+$440K	0.29%	92
2021 Q4	$7.42M	Buy	266,198 +23,346	+10%	+$660K	0.16%	142
2021 Q3	$6.19M	Sell	242,852 -38,722	-14%	-$959K	0.16%	140
2021 Q2	$7.62M	Buy	281,574 +246,172	+695%	+$6.4M	0.21%	128
2021 Q1	$865K	Buy	+35,402	New	+$817K	0.02%	493

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

Spire Wealth Management's XLE Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $955K and leaving 75,423 shares worth $4.01M. The position accounts for 0.12% of the portfolio, ranked #158.

Spire Wealth Management first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $26.1M in Q1 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Spire Wealth Management held 75,423 shares of State Street Energy Select Sector SPDR ETF worth $4.01M as of Q2 2026.
Spire Wealth Management sold 16,700 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $955K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Spire Wealth Management's portfolio in Q2 2026, its #158 holding.
Spire Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $26.1M in Q1 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.