Thoroughbred Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Thoroughbred Financial Services’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	$1.49M	Sell	28,133 -635	-2%	-$36.3K	0.07%	229
2026 Q1	$1.76M	Buy	28,768 +240	+0.8%	+$12.9K	0.11%	191
2025 Q4	$1.27M	Sell	28,528 -3,392	-11%	-$151K	0.08%	240
2025 Q3	$1.43M	Sell	31,920 -3,134	-9%	-$137K	0.09%	213
2025 Q2	$1.49M	Sell	35,054 -6,530	-16%	-$272K	0.1%	195
2025 Q1	$1.94M	Buy	41,584 +530	+1%	+$23.9K	0.12%	175
2024 Q4	$1.76M	Buy	41,054 +634	+2%	+$28.8K	0.11%	180
2024 Q3	$1.77M	Sell	40,420 -4,516	-10%	-$202K	0.11%	169
2024 Q2	$2.05M	Buy	44,936 +1,328	+3%	+$61.9K	0.14%	146
2024 Q1	$2.06M	Sell	43,608 -8,928	-17%	-$383K	0.2%	105
2023 Q4	$2.2M	Sell	52,536 -2,824	-5%	-$121K	0.18%	122
2023 Q3	$2.5M	Buy	55,360 +13,798	+33%	+$604K	0.25%	86
2023 Q2	$1.69M	Sell	41,562 -3,618	-8%	-$147K	0.22%	106
2023 Q1	$1.87M	Buy	45,180 +736	+2%	+$31.5K	0.28%	94
2022 Q4	$1.94M	Buy	44,444 +4,568	+11%	+$199K	0.32%	81
2022 Q3	$1.44M	Buy	39,876 +1,014	+3%	+$38.3K	0.27%	91
2022 Q2	$1.39M	Buy	38,862 +948	+3%	+$38K	0.26%	99
2022 Q1	$1.45M	Buy	37,914 +4,536	+14%	+$157K	0.24%	105
2021 Q4	$926K	Buy	33,378 +18,862	+130%	+$533K	0.19%	124
2021 Q3	$378K	Buy	14,516 +4,954	+52%	+$123K	0.09%	207
2021 Q2	$258K	Buy	9,562 +484	+5%	+$12.6K	0.06%	256
2021 Q1	$222K	Buy	+9,078	New	+$209K	0.06%	252
2020 Q2	–	Sell	-14,764	Closed	-$215K	–	261
2020 Q1	$215K	Sell	14,764 -11,280	-43%	-$268K	0.08%	227
2019 Q4	$782K	Buy	26,044 +674	+3%	+$20K	0.26%	112
2019 Q3	$751K	Buy	+25,370	New	+$767K	0.28%	102
2019 Q2	–	Sell	-24,164	Closed	-$799K	–	251
2019 Q1	$799K	Buy	+24,164	New	+$776K	0.33%	89

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

Thoroughbred Financial Services's XLE Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q2 2026, selling an estimated $36.3K and leaving 28,133 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #229.

Thoroughbred Financial Services first reported a position in XLE in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.5M in Q3 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Thoroughbred Financial Services held 28,133 shares of State Street Energy Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Thoroughbred Financial Services sold 635 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $36.3K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Thoroughbred Financial Services's portfolio in Q2 2026, its #229 holding.
Thoroughbred Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
Thoroughbred Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $2.5M in Q3 2023.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.