SVB Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SVB Wealth’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	–	Sell	-3,650	Closed	-$224K	–	400
2026 Q1	$224K	Buy	+3,650	New	+$196K	0.01%	361
2025 Q3	–	Sell	-6,810	Closed	-$289K	–	434
2025 Q2	$289K	Buy	6,810 +1,588	+30%	+$66.1K	0.02%	369
2025 Q1	$244K	Sell	5,222 -8,334	-61%	-$376K	0.01%	284
2024 Q4	$581K	Buy	+13,556	New	+$616K	0.01%	402
2024 Q3	–	Sell	-9,692	Closed	-$442K	–	634
2024 Q2	$442K	Sell	9,692 -2,674	-22%	-$125K	0.01%	447
2024 Q1	$584K	Sell	12,366 -1,698	-12%	-$72.9K	0.01%	444
2023 Q4	$590K	Sell	14,064 -39,780	-74%	-$1.7M	0.01%	438
2023 Q3	$2.43M	Buy	53,844 +6,112	+13%	+$267K	0.05%	204
2023 Q2	$1.94M	Sell	47,732 -13,778	-22%	-$561K	0.04%	246
2023 Q1	$2.55M	Sell	61,510 -13,428	-18%	-$574K	0.04%	233
2022 Q4	$3.28M	Sell	74,938 -754	-1%	-$32.8K	0.04%	212
2022 Q3	$2.73M	Buy	75,692 +3,644	+5%	+$138K	0.04%	220
2022 Q2	$2.58M	Sell	72,048 -4,612	-6%	-$185K	0.04%	195
2022 Q1	$2.93M	Buy	76,660 +1,516	+2%	+$52.5K	0.04%	188
2021 Q4	$2.08M	Sell	75,144 -48,962	-39%	-$1.38M	0.03%	216
2021 Q3	$3.23M	Sell	124,106 -9,310	-7%	-$231K	0.04%	201
2021 Q2	$3.59M	Buy	133,416 +8,036	+6%	+$209K	0.05%	192
2021 Q1	$3.08M	Sell	125,380 -6,214	-5%	-$143K	0.04%	202
2020 Q4	$2.49M	Sell	131,594 -1,102	-0.8%	-$19K	0.04%	210
2020 Q3	$1.99M	Buy	132,696 +9,134	+7%	+$162K	0.03%	216
2020 Q2	$2.34M	Sell	123,562 -60,954	-33%	-$1.13M	0.04%	185
2020 Q1	$2.68M	Buy	184,516 +169,656	+1,142%	+$4.02M	0.07%	158
2019 Q4	$446K	Buy	+14,860	New	+$441K	0.01%	434
2019 Q3	–	Sell	-26,660	Closed	-$849K	–	535
2019 Q2	$849K	Buy	+26,660	New	+$854K	0.03%	306

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

SVB Wealth's XLE Position: Q2 2026 in Review

SVB Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,650 shares — an estimated $224K sold.

SVB Wealth first reported a position in XLE in Q2 2019 and held it in 24 quarters. The position peaked at $3.59M in Q2 2021. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SVB Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
SVB Wealth sold 3,650 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $224K.
SVB Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and held it in 24 quarters.
SVB Wealth's State Street Energy Select Sector SPDR ETF position peaked at $3.59M in Q2 2021.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.