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

Stockman 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	$4.57M	Sell	85,994 -3,128	-4%	-$179K	0.47%	52
2026 Q1	$5.46M	Sell	89,122 -7,084	-7%	-$380K	0.6%	44
2025 Q4	$4.3M	Buy	96,206 +15,184	+19%	+$676K	0.5%	50
2025 Q3	$3.62M	Buy	81,022 +3,448	+4%	+$151K	0.45%	49
2025 Q2	$3.29M	Buy	77,574 +3,928	+5%	+$164K	0.45%	51
2025 Q1	$3.44M	Buy	73,646 +2,720	+4%	+$123K	0.51%	49
2024 Q4	$3.04M	Buy	70,926 +7,790	+12%	+$354K	0.48%	48
2024 Q3	$2.77M	Buy	63,136 +4,920	+8%	+$220K	0.43%	48
2024 Q2	$2.65M	Buy	58,216 +1,454	+3%	+$67.7K	0.47%	46
2024 Q1	$2.68M	Buy	56,762 +6,726	+13%	+$289K	0.47%	47
2023 Q4	$2.1M	Buy	50,036 +3,152	+7%	+$135K	0.42%	48
2023 Q3	$2.12M	Buy	46,884 +8,066	+21%	+$353K	0.47%	45
2023 Q2	$1.58M	Buy	38,818 +11,892	+44%	+$484K	0.34%	54
2023 Q1	$1.12M	Buy	26,926 +5,242	+24%	+$224K	0.25%	63
2022 Q4	$948K	Buy	+21,684	New	+$944K	0.22%	69
2015 Q1	–	Sell	-2,328	Closed	-$92K	–	84
2014 Q4	$92K	Buy	+2,328	New	+$96.8K	0.08%	81

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

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

Stockman Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.5% in Q2 2026, selling an estimated $179K and leaving 85,994 shares worth $4.57M. The position accounts for 0.47% of the portfolio, ranked #52.

Stockman Wealth Management first reported a position in XLE in Q4 2014 and has held it in 16 quarters since. The position peaked at $5.46M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stockman Wealth Management held 85,994 shares of State Street Energy Select Sector SPDR ETF worth $4.57M as of Q2 2026.
Stockman Wealth Management sold 3,128 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $179K.
State Street Energy Select Sector SPDR ETF made up 0.47% of Stockman Wealth Management's portfolio in Q2 2026, its #52 holding.
Stockman Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 16 quarters since.
Stockman Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.46M 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 Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.