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

SteelPeak 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	$2.07M	Buy	38,892 +16,247	+72%	+$929K	0.05%	226
2026 Q1	$1.39M	Sell	22,645 -3,637	-14%	-$195K	0.04%	246
2025 Q4	$1.18M	Sell	26,282 -5,294	-17%	-$236K	0.04%	258
2025 Q3	$1.41M	Buy	31,576 +1,802	+6%	+$78.9K	0.05%	251
2025 Q2	$1.26M	Sell	29,774 -5,666	-16%	-$236K	0.05%	244
2025 Q1	$1.66M	Buy	35,440 +3,112	+10%	+$140K	0.07%	198
2024 Q4	$1.38M	Buy	32,328 +1,410	+5%	+$64.1K	0.06%	211
2024 Q3	$1.36M	Buy	30,918 +346	+1%	+$15.5K	0.06%	198
2024 Q2	$1.39M	Sell	30,572 -34,408	-53%	-$1.6M	0.06%	195
2024 Q1	$3.07M	Buy	64,980 +3,116	+5%	+$134K	0.15%	120
2023 Q4	$2.59M	Sell	61,864 -8,852	-13%	-$379K	0.15%	114
2023 Q3	$3.2M	Buy	70,716 +11,032	+18%	+$483K	0.2%	102
2023 Q2	$2.42M	Buy	59,684 +7,322	+14%	+$298K	0.14%	106
2023 Q1	$2.17M	Sell	52,362 -17,730	-25%	-$758K	0.15%	107
2022 Q4	$3.07M	Buy	70,092 +49,744	+244%	+$2.17M	0.22%	92
2022 Q3	$733K	Sell	20,348 -33,832	-62%	-$1.28M	0.05%	190
2022 Q2	$1.94M	Buy	54,180 +23,852	+79%	+$957K	0.14%	116
2022 Q1	$1.16M	Buy	+30,328	New	+$1.05M	0.07%	171

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

SteelPeak Wealth's XLE Position: Q2 2026 in Review

SteelPeak Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q2 2026, buying an estimated $929K and bringing the position to 38,892 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #226.

SteelPeak Wealth first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.2M in Q3 2023. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SteelPeak Wealth held 38,892 shares of State Street Energy Select Sector SPDR ETF worth $2.07M as of Q2 2026.
SteelPeak Wealth bought 16,247 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $929K.
State Street Energy Select Sector SPDR ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #226 holding.
SteelPeak Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
SteelPeak Wealth's State Street Energy Select Sector SPDR ETF position peaked at $3.2M in Q3 2023.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.