SC
XLE icon

Stolper & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stolper & Co’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 		– Sell
-9,170
Closed -$267K – 97
2026
Q1 		$267K Sell
9,170
-8,426
-48% -$452K 0.08% 90
2025
Q4 		$326K Sell
17,596
-1,480
-8% -$65.9K 0.1% 84
2025
Q3 		$852K Buy
19,076
+14
+0.1% +$613 0.26% 65
2025
Q2 		$808K Buy
19,062
+606
+3% +$25.2K 0.27% 64
2025
Q1 		$862K Buy
18,456
+130
+0.7% +$5.86K 0.28% 62
2024
Q4 		$785K Sell
18,326
-344
-2% -$15.6K 0.26% 63
2024
Q3 		$820K Sell
18,670
-410
-2% -$18.3K 0.27% 64
2024
Q2 		$870K Sell
19,080
-214
-1% -$9.97K 0.31% 62
2024
Q1 		$911K Buy
19,294
+1,076
+6% +$46.2K 0.33% 62
2023
Q4 		$764K Sell
18,218
-224
-1% -$9.58K 0.31% 61
2023
Q3 		$833K Sell
18,442
-168
-0.9% -$7.35K 0.36% 60
2023
Q2 		$755K Sell
18,610
-420
-2% -$17.1K 0.32% 62
2023
Q1 		$788K Sell
19,030
-1,276
-6% -$54.6K 0.34% 62
2022
Q4 		$888K Sell
20,306
-25,672
-56% -$1.12M 0.39% 59
2022
Q3 		$1.66M Sell
45,978
-142
-0.3% -$5.37K 0.82% 47
2022
Q2 		$1.65M Sell
46,120
-202
-0.4% -$8.1K 0.77% 51
2022
Q1 		$1.77M Buy
46,322
+1,548
+3% +$53.6K 0.75% 50
2021
Q4 		$1.24M Buy
44,774
+1,162
+3% +$32.8K 0.55% 54
2021
Q3 		$1.14M Buy
+43,612
New +$1.08M 0.54% 59

Other funds holding XLE

JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stolper & Co's XLE Position: Q2 2026 in Review

Stolper & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 9,170 shares — an estimated $267K sold.

Stolper & Co first reported a position in XLE in Q3 2021 and held it in 19 quarters. The position peaked at $1.77M in Q1 2022. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Stolper & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Stolper & Co sold 9,170 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $267K.
  • Stolper & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 19 quarters.
  • Stolper & Co's State Street Energy Select Sector SPDR ETF position peaked at $1.77M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.