Ted Buchan & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ted Buchan & Co’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	$9.96M	Buy	187,481 +3,523	+2%	+$201K	3.26%	8
2026 Q1	$11.3M	Buy	183,958 +7,196	+4%	+$386K	4.09%	6
2025 Q4	$7.9M	Buy	176,762 +12,718	+8%	+$566K	2.9%	12
2025 Q3	$7.33M	Sell	164,044 -5,906	-3%	-$259K	2.87%	12
2025 Q2	$7.21M	Buy	169,950 +9,926	+6%	+$413K	2.87%	13
2025 Q1	$7.48M	Buy	160,024 +5,972	+4%	+$269K	3.54%	9
2024 Q4	$6.59M	Sell	154,052 -6	-0%	-$273	3.11%	12
2024 Q3	$6.76M	Buy	154,058 +7,198	+5%	+$322K	3.21%	11
2024 Q2	$6.69M	Sell	146,860 -16,258	-10%	-$757K	3.59%	11
2024 Q1	$7.7M	Buy	163,118 +1,800	+1%	+$77.3K	4.73%	6
2023 Q4	$6.76M	Buy	161,318 +804	+0.5%	+$34.4K	4.93%	6
2023 Q3	$7.25M	Sell	160,514 -3,594	-2%	-$157K	5.83%	5
2023 Q2	$6.66M	Sell	164,108 -3,908	-2%	-$159K	5.12%	6
2023 Q1	$6.96M	Sell	168,016 -18,664	-10%	-$798K	5.82%	5
2022 Q4	$8.16M	Buy	+186,680	New	+$8.13M	7.55%	3

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

Ted Buchan & Co's XLE Position: Q2 2026 in Review

Ted Buchan & Co increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, buying an estimated $201K and bringing the position to 187,481 shares worth $9.96M. The position accounts for 3.26% of the portfolio, ranked #8.

Ted Buchan & Co first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ted Buchan & Co held 187,481 shares of State Street Energy Select Sector SPDR ETF worth $9.96M as of Q2 2026.
Ted Buchan & Co bought 3,523 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $201K.
State Street Energy Select Sector SPDR ETF made up 3.26% of Ted Buchan & Co's portfolio in Q2 2026, its #8 holding.
Ted Buchan & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Ted Buchan & Co's State Street Energy Select Sector SPDR ETF position peaked at $11.3M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.