Summit Financial Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Summit Financial Consulting’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	$274K	Buy	+5,163	New	+$295K	0.19%	42
2026 Q1	–	Sell	-6,317	Closed	-$282K	–	48
2025 Q4	$282K	Buy	+6,317	New	+$281K	0.21%	39
2025 Q2	–	Sell	-7,574	Closed	-$354K	–	49
2025 Q1	$354K	Buy	+7,574	New	+$341K	0.33%	29

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

Summit Financial Consulting's XLE Position: Q2 2026 in Review

Summit Financial Consulting opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,163 shares worth $274K. The stake represents 0.19% of the portfolio and ranks #42 among its holdings. This is a return to the name: Summit Financial Consulting previously reported a position in XLE as recently as Q4 2025.

Summit Financial Consulting first reported a position in XLE in Q1 2025 and has held it in 3 quarters since. The position peaked at $354K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Summit Financial Consulting held 5,163 shares of State Street Energy Select Sector SPDR ETF worth $274K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Summit Financial Consulting position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.19% of Summit Financial Consulting's portfolio in Q2 2026, its #42 holding.
Summit Financial Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
Summit Financial Consulting's State Street Energy Select Sector SPDR ETF position peaked at $354K in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.