Thurston Springer Miller Herd & Titak’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Thurston Springer Miller Herd & Titak’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	$117K	Sell	2,208 -866	-28%	-$49.5K	0.04%	326
2026 Q1	$188K	Sell	3,074 -12	-0.4%	-$644	0.08%	265
2025 Q4	$138K	Buy	+3,086	New	+$137K	0.05%	306
2025 Q3	–	Sell	-9,542	Closed	-$405K	–	1377
2025 Q2	$405K	Sell	9,542 -1,150	-11%	-$47.9K	0.05%	271
2025 Q1	$500K	Sell	10,692 -200	-2%	-$9.02K	0.08%	194
2024 Q4	$466K	Sell	10,892 -886	-8%	-$40.3K	0.09%	183
2024 Q3	$517K	Sell	11,778 -130	-1%	-$5.81K	0.14%	160
2024 Q2	$543K	Buy	+11,908	New	+$555K	0.17%	137

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's XLE Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q2 2026, selling an estimated $49.5K and leaving 2,208 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #326.

Thurston Springer Miller Herd & Titak first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. The position peaked at $543K in Q2 2024. 832 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Thurston Springer Miller Herd & Titak held 2,208 shares of State Street Energy Select Sector SPDR ETF worth $117K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 866 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $49.5K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #326 holding.
Thurston Springer Miller Herd & Titak first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's State Street Energy Select Sector SPDR ETF position peaked at $543K in Q2 2024.
832 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.