TD Private Client Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TD Private Client 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	$1.83M	Sell	34,473 -3,141	-8%	-$180K	0.03%	286
2026 Q1	$2.3M	Sell	37,614 -2,466	-6%	-$132K	0.05%	230
2025 Q4	$1.79M	Buy	40,080 +16,782	+72%	+$747K	0.04%	267
2025 Q3	$1.04M	Sell	23,298 -2,906	-11%	-$127K	0.02%	354
2025 Q2	$1.11M	Buy	26,204 +3,710	+16%	+$155K	0.03%	336
2025 Q1	$1.05M	Sell	22,494 -788	-3%	-$35.5K	0.03%	335
2024 Q4	$997K	Sell	23,282 -2,190	-9%	-$99.5K	0.03%	357
2024 Q3	$1.12M	Sell	25,472 -3,596	-12%	-$161K	0.03%	347
2024 Q2	$1.32M	Sell	29,068 -1,082	-4%	-$50.4K	0.04%	302
2024 Q1	$1.42M	Sell	30,150 -1,638	-5%	-$70.4K	0.05%	296
2023 Q4	$1.33M	Sell	31,788 -1,706	-5%	-$72.9K	0.05%	293
2023 Q3	$1.51M	Sell	33,494 -2,946	-8%	-$129K	0.07%	252
2023 Q2	$1.48M	Sell	36,440 -9,024	-20%	-$368K	0.06%	270
2023 Q1	$1.88M	Buy	45,464 +994	+2%	+$42.5K	0.08%	232
2022 Q4	$1.94M	Sell	44,470 -6,370	-13%	-$277K	0.09%	221
2022 Q3	$1.83M	Sell	50,840 -18,868	-27%	-$714K	0.09%	221
2022 Q2	$2.49M	Sell	69,708 -33,128	-32%	-$1.33M	0.12%	180
2022 Q1	$3.93M	Buy	102,836 +49,076	+91%	+$1.7M	0.17%	134
2021 Q4	$1.49M	Sell	53,760 -4,684	-8%	-$132K	0.06%	284
2021 Q3	$1.52M	Buy	58,444 +13,640	+30%	+$338K	0.07%	279
2021 Q2	$1.21M	Buy	44,804 +13,452	+43%	+$350K	0.05%	314
2021 Q1	$769K	Sell	31,352 -24,592	-44%	-$567K	0.04%	340
2020 Q4	$1.06M	Buy	55,944 +6,138	+12%	+$106K	0.05%	294
2020 Q3	$746K	Sell	49,806 -56,882	-53%	-$1.01M	0.04%	319
2020 Q2	$2.02M	Buy	106,688 +70,440	+194%	+$1.31M	0.12%	182
2020 Q1	$527K	Buy	36,248 +33,064	+1,038%	+$784K	0.04%	315
2019 Q4	$95.6K	Buy	+3,184	New	+$94.4K	0.01%	525

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 Private Client Wealth's XLE Position: Q2 2026 in Review

TD Private Client Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.4% in Q2 2026, selling an estimated $180K and leaving 34,473 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #286.

TD Private Client Wealth first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q1 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

TD Private Client Wealth held 34,473 shares of State Street Energy Select Sector SPDR ETF worth $1.83M as of Q2 2026.
TD Private Client Wealth sold 3,141 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $180K.
State Street Energy Select Sector SPDR ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #286 holding.
TD Private Client Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's State Street Energy Select Sector SPDR ETF position peaked at $3.93M in Q1 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.