Strategic Investment Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Investment Solutions’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	$22.1K	Buy	417 +17	+4%	+$972	0.01%	339
2026 Q1	$24.5K	Hold	400	–	–	0.01%	319
2025 Q4	$17.9K	Hold	400	–	–	﹤0.01%	329
2025 Q3	$17.9K	Hold	400	–	–	﹤0.01%	308
2025 Q2	$17K	Hold	400	–	–	0.01%	301
2025 Q1	$18.7K	Hold	400	–	–	0.01%	296
2024 Q4	$17.1K	Hold	400	–	–	0.01%	323
2024 Q3	$17.6K	Sell	400 -1,700	-81%	-$76K	0.01%	298
2024 Q2	$97.9K	Buy	+2,100	New	+$97.8K	0.03%	139
2023 Q4	$16.8K	Sell	400 -25,460	-98%	-$1.09M	﹤0.01%	682
2023 Q3	$1.13M	Buy	+25,860	New	+$1.13M	0.01%	300
2023 Q2	–	Sell	-1,000	Closed	-$41.4K	–	984
2023 Q1	$41.4K	Buy	+1,000	New	+$42.8K	0.01%	397

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

Strategic Investment Solutions's XLE Position: Q2 2026 in Review

Strategic Investment Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, buying an estimated $972 and bringing the position to 417 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #339.

Strategic Investment Solutions first reported a position in XLE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q3 2023. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Strategic Investment Solutions held 417 shares of State Street Energy Select Sector SPDR ETF worth $22.1K as of Q2 2026.
Strategic Investment Solutions bought 17 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $972.
State Street Energy Select Sector SPDR ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #339 holding.
Strategic Investment Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Investment Solutions's State Street Energy Select Sector SPDR ETF position peaked at $1.13M in Q3 2023.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.