Successful Portfolios’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Successful Portfolios’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	$604K	Hold	11,005	–	–	0.28%	70
2026 Q1	$680K	Sell	11,005 -620	-5%	-$33.3K	0.37%	60
2025 Q4	$543K	Buy	11,625 +4,045	+53%	+$180K	0.28%	77
2025 Q3	$339K	Buy	7,580 +540	+8%	+$23.6K	0.2%	106
2025 Q2	$299K	Hold	7,040	–	–	0.18%	112
2025 Q1	$329K	Sell	7,040 -400	-5%	-$18K	0.22%	92
2024 Q4	$319K	Sell	7,440 -40	-0.5%	-$1.82K	0.21%	98
2024 Q3	$328K	Sell	7,480 -170	-2%	-$7.6K	0.22%	97
2024 Q2	$349K	Sell	7,650 -100	-1%	-$4.66K	0.24%	86
2024 Q1	$366K	Sell	7,750 -50	-0.6%	-$2.15K	0.25%	91
2023 Q4	$327K	Buy	7,800 +970	+14%	+$41.5K	0.24%	94
2023 Q3	$309K	Buy	6,830 +200	+3%	+$8.75K	0.27%	90
2023 Q2	$269K	Sell	6,630 -392	-6%	-$16K	0.23%	99
2023 Q1	$291K	Sell	7,022 -4,920	-41%	-$210K	0.18%	140
2022 Q4	$522K	Sell	11,942 -494	-4%	-$21.5K	0.34%	71
2022 Q3	$448K	Sell	12,436 -1,156	-9%	-$43.7K	0.32%	80
2022 Q2	$486K	Buy	+13,592	New	+$545K	0.33%	80

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

Successful Portfolios's XLE Position: Q2 2026 in Review

Successful Portfolios held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 11,005 shares worth $604K. The position accounts for 0.28% of the portfolio, ranked #70.

Successful Portfolios first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $680K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Successful Portfolios held 11,005 shares of State Street Energy Select Sector SPDR ETF worth $604K as of Q2 2026.
Successful Portfolios left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.28% of Successful Portfolios's portfolio in Q2 2026, its #70 holding.
Successful Portfolios first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Successful Portfolios's State Street Energy Select Sector SPDR ETF position peaked at $680K 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 Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.