Tanglewood Legacy Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tanglewood Legacy Advisors’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	$54.3K	Buy	1,022 +7	+0.7%	+$400	0.02%	162
2026 Q1	$62.2K	Buy	1,015 +7	+0.7%	+$375	0.02%	154
2025 Q4	$45.1K	Buy	1,008 +8	+0.8%	+$356	0.02%	167
2025 Q3	$44.7K	Hold	1,000	–	–	0.02%	172
2025 Q2	$42.4K	Hold	1,000	–	–	0.02%	178
2025 Q1	$46.7K	Hold	1,000	–	–	0.02%	174
2024 Q4	$42.8K	Hold	1,000	–	–	0.02%	182
2024 Q3	$43.9K	Hold	1,000	–	–	0.02%	170
2024 Q2	$45.6K	Hold	1,000	–	–	0.02%	168
2024 Q1	$47.2K	Hold	1,000	–	–	0.02%	167
2023 Q4	$41.9K	Hold	1,000	–	–	0.02%	166
2023 Q3	$45.2K	Hold	1,000	–	–	0.03%	165
2023 Q2	$40.6K	Hold	1,000	–	–	0.02%	175
2023 Q1	$41.4K	Hold	1,000	–	–	0.03%	163
2022 Q4	$43.7K	Buy	+1,000	New	+$43.5K	0.03%	138

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

Tanglewood Legacy Advisors's XLE Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.69% in Q2 2026, buying an estimated $400 and bringing the position to 1,022 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #162.

Tanglewood Legacy Advisors first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.2K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Tanglewood Legacy Advisors held 1,022 shares of State Street Energy Select Sector SPDR ETF worth $54.3K as of Q2 2026.
Tanglewood Legacy Advisors bought 7 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $400.
State Street Energy Select Sector SPDR ETF made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #162 holding.
Tanglewood Legacy Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's State Street Energy Select Sector SPDR ETF position peaked at $62.2K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.