Stone House Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stone House Investment 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	$20.2K	Hold	380	–	–	﹤0.01%	328
2026 Q1	$23.3K	Hold	380	–	–	﹤0.01%	263
2025 Q4	$17K	Buy	+380	New	+$16.9K	﹤0.01%	265
2025 Q2	–	Sell	-1,648	Closed	-$77K	–	579
2025 Q1	$77K	Buy	+1,648	New	+$74.3K	0.02%	114
2024 Q4	–	Sell	-1,622	Closed	-$71.2K	–	361
2024 Q3	$71.2K	Buy	1,622 +14	+0.9%	+$626	0.01%	96
2024 Q2	$73.3K	Buy	1,608 +12	+0.8%	+$559	0.02%	98
2024 Q1	$75.4K	Buy	1,596 +12	+0.8%	+$515	0.02%	96
2023 Q4	$66.4K	Sell	1,584 -184	-10%	-$7.87K	0.02%	75
2023 Q3	$79.9K	Buy	1,768 +10	+0.6%	+$438	0.03%	63
2023 Q2	$71.3K	Buy	1,758 +14	+0.8%	+$570	0.03%	71
2023 Q1	$72.2K	Buy	+1,744	New	+$74.6K	0.02%	76
2018 Q3	–	Sell	-7,128	Closed	-$271K	–	60
2018 Q2	$271K	Buy	+7,128	New	+$265K	0.17%	40

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

Stone House Investment Management's XLE Position: Q2 2026 in Review

Stone House Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 380 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Stone House Investment Management first reported a position in XLE in Q2 2018 and has held it in 12 quarters since. The position peaked at $271K in Q2 2018. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stone House Investment Management held 380 shares of State Street Energy Select Sector SPDR ETF worth $20.2K as of Q2 2026.
Stone House Investment Management 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 Stone House Investment Management's portfolio in Q2 2026, its #328 holding.
Stone House Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 12 quarters since.
Stone House Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $271K in Q2 2018.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.