TradeWell Securities’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TradeWell Securities’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	-3,691	Closed	-$226K	–	54
2026 Q1	$226K	Buy	+3,691	New	+$198K	0.1%	49
2025 Q4	–	Sell	-4,712	Closed	-$210K	–	48
2025 Q3	$210K	Sell	4,712 -1,632	-26%	-$71.5K	0.09%	45
2025 Q2	$269K	Sell	6,344 -578	-8%	-$24.1K	0.13%	39
2025 Q1	$323K	Sell	6,922 -2,312	-25%	-$104K	0.18%	32
2024 Q4	$396K	Buy	+9,234	New	+$420K	0.2%	29

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

TradeWell Securities's XLE Position: Q2 2026 in Review

TradeWell Securities sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,691 shares — an estimated $226K sold.

TradeWell Securities first reported a position in XLE in Q4 2024 and held it in 5 quarters. The position peaked at $396K in Q4 2024. 1,022 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

TradeWell Securities reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
TradeWell Securities sold 3,691 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $226K.
TradeWell Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
TradeWell Securities's State Street Energy Select Sector SPDR ETF position peaked at $396K in Q4 2024.
1,022 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.