Torrey-Payne Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Torrey-Payne Wealth Management’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	–	Sell	-3,720	Closed	-$228K	–	41
2026 Q1	$228K	Buy	+3,720	New	+$200K	0.21%	35

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

Torrey-Payne Wealth Management's XLE Position: Q2 2026 in Review

Torrey-Payne Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,720 shares — an estimated $228K sold.

Torrey-Payne Wealth Management first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Torrey-Payne Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Torrey-Payne Wealth Management sold 3,720 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $228K.
Torrey-Payne Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Torrey-Payne Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $228K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.