Teamwork Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Teamwork Financial 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	$451K	Sell	8,490 -1,656	-16%	-$94.7K	0.04%	138
2026 Q1	$622K	Buy	10,146 +2,124	+26%	+$114K	0.07%	123
2025 Q4	$359K	Sell	8,022 -832	-9%	-$37.1K	0.04%	161
2025 Q3	$396K	Buy	8,854 +480	+6%	+$21K	0.04%	155
2025 Q2	$356K	Sell	8,374 -358	-4%	-$14.9K	0.04%	152
2025 Q1	$408K	Sell	8,732 -486	-5%	-$21.9K	0.05%	124
2024 Q4	$395K	Sell	9,218 -260	-3%	-$11.8K	0.05%	121
2024 Q3	$416K	Sell	9,478 -8,308	-47%	-$371K	0.06%	111
2024 Q2	$811K	Sell	17,786 -13,096	-42%	-$610K	0.12%	81
2024 Q1	$1.46M	Sell	30,882 -3,288	-10%	-$141K	0.22%	63
2023 Q4	$1.43M	Buy	34,170 +9,874	+41%	+$422K	0.25%	50
2023 Q3	$1.1M	Buy	24,296 +3,708	+18%	+$162K	0.18%	79
2023 Q2	$836K	Buy	20,588 +2,334	+13%	+$95.1K	0.14%	93
2023 Q1	$756K	Sell	18,254 -502	-3%	-$21.5K	0.14%	93
2022 Q4	$820K	Sell	18,756 -2,336	-11%	-$102K	0.17%	91
2022 Q3	$760K	Sell	21,092 -3,442	-14%	-$130K	0.16%	90
2022 Q2	$877K	Buy	24,534 +3,134	+15%	+$126K	0.19%	88
2022 Q1	$818K	Sell	21,400 -2,058	-9%	-$71.3K	0.15%	118
2021 Q4	$651K	Buy	23,458 +5,804	+33%	+$164K	0.12%	163
2021 Q3	$460K	Buy	17,654 +6,914	+64%	+$171K	0.09%	171
2021 Q2	$289K	Buy	+10,740	New	+$279K	0.06%	203

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

Teamwork Financial Advisors's XLE Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, selling an estimated $94.7K and leaving 8,490 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #138.

Teamwork Financial Advisors first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Teamwork Financial Advisors held 8,490 shares of State Street Energy Select Sector SPDR ETF worth $451K as of Q2 2026.
Teamwork Financial Advisors sold 1,656 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $94.7K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #138 holding.
Teamwork Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Teamwork Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.46M in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.