Transce3nd’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Transce3nd’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	$1.76K	Hold	32	–	–	0.02%	163
2026 Q1	$1.96K	Hold	32	–	–	0.02%	161
2025 Q4	$1.59K	Hold	32	–	–	0.01%	164
2025 Q3	$1.29K	Sell	32 -1,334	-98%	-$58.4K	0.01%	137
2025 Q2	$57.9K	Buy	1,366 +8	+0.6%	+$333	0.02%	266
2025 Q1	$63.2K	Sell	1,358 -1,038	-43%	-$46.8K	0.03%	250
2024 Q4	$105K	Buy	+2,396	New	+$109K	0.04%	250

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

Transce3nd's XLE Position: Q2 2026 in Review

Transce3nd held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 32 shares worth $1.76K. The position accounts for 0.02% of the portfolio, ranked #163.

Transce3nd first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q4 2024. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Transce3nd held 32 shares of State Street Energy Select Sector SPDR ETF worth $1.76K as of Q2 2026.
Transce3nd left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Transce3nd's portfolio in Q2 2026, its #163 holding.
Transce3nd first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Transce3nd's State Street Energy Select Sector SPDR ETF position peaked at $105K in Q4 2024.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.