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

Stratos 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	$411K	Buy	7,734 +340	+5%	+$19.4K	0.01%	283
2026 Q1	$453K	Buy	7,394 +47	+0.6%	+$2.52K	0.02%	262
2025 Q4	$329K	Sell	7,347 -23	-0.3%	-$1.02K	0.01%	283
2025 Q3	$329K	Sell	7,370 -16	-0.2%	-$701	0.01%	289
2025 Q2	$313K	Buy	7,386 +1,666	+29%	+$69.4K	0.01%	298
2025 Q1	$267K	Sell	5,720 -822	-13%	-$37.1K	0.01%	271
2024 Q4	$280K	Buy	6,542 +722	+12%	+$32.8K	0.02%	220
2024 Q3	$256K	Buy	5,820 +750	+15%	+$33.5K	0.02%	218
2024 Q2	$231K	Sell	5,070 -738	-13%	-$34.4K	0.02%	205
2024 Q1	$274K	Buy	+5,808	New	+$249K	0.03%	168

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

Stratos Investment Management's XLE Position: Q2 2026 in Review

Stratos Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 7,734 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #283.

Stratos Investment Management first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $453K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stratos Investment Management held 7,734 shares of State Street Energy Select Sector SPDR ETF worth $411K as of Q2 2026.
Stratos Investment Management bought 340 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $19.4K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #283 holding.
Stratos Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Stratos Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $453K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.