TD Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TD Capital 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	$99.4K	Buy	1,871 +1	+0.1%	+$57	0.01%	183
2026 Q1	$115K	Sell	1,870 -339	-15%	-$18.2K	0.01%	171
2025 Q4	$98.8K	Buy	2,209 +555	+34%	+$24.7K	0.01%	174
2025 Q3	$73.9K	Hold	1,654	–	–	0.01%	186
2025 Q2	$70.2K	Hold	1,654	–	–	0.01%	193
2025 Q1	$77.3K	Hold	1,654	–	–	0.01%	169
2024 Q4	$70.9K	Hold	1,654	–	–	0.01%	170
2024 Q3	$72.6K	Hold	1,654	–	–	0.01%	168
2024 Q2	$75.4K	Hold	1,654	–	–	0.01%	159
2024 Q1	$78.1K	Hold	1,654	–	–	0.01%	158
2023 Q4	$69.4K	Hold	1,654	–	–	0.01%	158
2023 Q3	$74.8K	Sell	1,654 -1,134	-41%	-$49.6K	0.01%	149
2023 Q2	$113K	Buy	2,788 +10	+0.4%	+$407	0.01%	124
2023 Q1	$115K	Buy	2,778 +1,124	+68%	+$48.1K	0.01%	120
2022 Q4	$72.4K	Hold	1,654	–	–	0.01%	140
2022 Q3	$60K	Buy	+1,654	New	+$62.6K	0.01%	145
2022 Q1	–	Sell	-1,654	Closed	-$46K	–	350
2021 Q4	$46K	Sell	1,654 -20	-1%	-$565	0.01%	170
2021 Q3	$44K	Hold	1,674	–	–	0.01%	167
2021 Q2	$45K	Buy	1,674 +20	+1%	+$520	0.01%	160
2021 Q1	$41K	Hold	1,654	–	–	0.01%	153
2020 Q4	$31K	Sell	1,654 -730	-31%	-$12.6K	﹤0.01%	150
2020 Q3	$36K	Buy	2,384 +2	+0.1%	+$36	0.01%	132
2020 Q2	$45K	Buy	2,382 +202	+9%	+$3.76K	0.01%	114
2020 Q1	$32K	Buy	2,180 +20	+0.9%	+$474	0.01%	119
2019 Q4	$65K	Buy	2,160 +1,800	+500%	+$53.4K	0.01%	91
2019 Q3	$11K	Hold	360	–	–	﹤0.01%	175
2019 Q2	$11K	Hold	360	–	–	﹤0.01%	165
2019 Q1	$12K	Hold	360	–	–	﹤0.01%	135
2018 Q4	$10K	Hold	360	–	–	﹤0.01%	142
2018 Q3	$14K	Buy	+360	New	+$13.5K	﹤0.01%	129

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

TD Capital Management's XLE Position: Q2 2026 in Review

TD Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.05% in Q2 2026, buying an estimated $57 and bringing the position to 1,871 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #183.

TD Capital Management first reported a position in XLE in Q3 2018 and has held it in 30 quarters since. The position peaked at $115K in Q1 2023. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

TD Capital Management held 1,871 shares of State Street Energy Select Sector SPDR ETF worth $99.4K as of Q2 2026.
TD Capital Management bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
State Street Energy Select Sector SPDR ETF made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #183 holding.
TD Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 30 quarters since.
TD Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $115K in Q1 2023.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.