Strait & Sound Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strait & Sound 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	$743K	Buy	13,988 +1,238	+10%	+$70.8K	0.26%	79
2026 Q1	$781K	Buy	12,750 +1,457	+13%	+$78.2K	0.29%	75
2025 Q4	$505K	Sell	11,293 -4,751	-30%	-$212K	0.19%	92
2025 Q3	$717K	Sell	16,044 -5,000	-24%	-$219K	0.28%	72
2025 Q2	$892K	Buy	21,044 +4,500	+27%	+$187K	0.38%	58
2025 Q1	$773K	Sell	16,544 -124	-0.7%	-$5.59K	0.36%	62
2024 Q4	$714K	Buy	16,668 +4,750	+40%	+$216K	0.33%	62
2024 Q3	$523K	Sell	11,918 -48	-0.4%	-$2.15K	0.25%	73
2024 Q2	$545K	Buy	11,966 +200	+2%	+$9.31K	0.28%	61
2024 Q1	$575K	Sell	11,766 -248	-2%	-$10.7K	0.32%	51
2023 Q4	$481K	Buy	12,014 +130	+1%	+$5.56K	0.3%	60
2023 Q3	$537K	Buy	11,884 +1,160	+11%	+$50.8K	0.46%	47
2023 Q2	$435K	Buy	10,724 +402	+4%	+$16.4K	0.43%	52
2023 Q1	$428K	Buy	10,322 +432	+4%	+$18.5K	0.43%	57
2022 Q4	$446K	Buy	+9,890	New	+$431K	0.49%	51

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

Strait & Sound Wealth Management's XLE Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.7% in Q2 2026, buying an estimated $70.8K and bringing the position to 13,988 shares worth $743K. The position accounts for 0.26% of the portfolio, ranked #79.

Strait & Sound Wealth Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q2 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Strait & Sound Wealth Management held 13,988 shares of State Street Energy Select Sector SPDR ETF worth $743K as of Q2 2026.
Strait & Sound Wealth Management bought 1,238 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $70.8K.
State Street Energy Select Sector SPDR ETF made up 0.26% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #79 holding.
Strait & Sound Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Strait & Sound Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $892K in Q2 2025.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.