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Steigerwald Gordon & Koch’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Steigerwald Gordon & Koch’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 		$68.4K Hold
1,288
– – 0.01% 268
2026
Q1 		$78.9K Hold
1,288
– – 0.01% 240
2025
Q4 		$57.6K Hold
1,288
– – 0.01% 294
2025
Q3 		$57.5K Buy
+1,288
New +$56.4K 0.01% 281

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Steigerwald Gordon & Koch's XLE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,288 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #268.

Steigerwald Gordon & Koch first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $78.9K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,288 shares of State Street Energy Select Sector SPDR ETF worth $68.4K as of Q2 2026.
  • Steigerwald Gordon & Koch left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #268 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's State Street Energy Select Sector SPDR ETF position peaked at $78.9K 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.