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%	-$10K	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%	-$9.6K	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

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 22.9% 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

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. 2,049 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.
2,049 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.