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	$31.9K	Buy	+600	New	+$34.3K	0.01%	170
2025 Q2	–	Sell	-20,200	Closed	-$486	–	154
2025 Q1	$486	Buy	+20,200	New	+$911K	﹤0.01%	145

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

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. 2,048 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.
2,048 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.