Tripletail Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tripletail 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	$255K	Buy	4,800 +1,400	+41%	+$80K	0.29%	67
2026 Q1	$201K	Sell	3,400 -1,790	-34%	-$96K	0.27%	72
2025 Q4	$232K	Hold	5,190	–	–	0.29%	65
2025 Q3	$232K	Sell	5,190 -300	-5%	-$13.1K	0.27%	65
2025 Q2	$232K	Buy	+5,490	New	+$229K	0.33%	62

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 22.9% 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

Tripletail Wealth Management's XLE Position: Q2 2026 in Review

Tripletail Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q2 2026, buying an estimated $80K and bringing the position to 4,800 shares worth $255K. The position accounts for 0.29% of the portfolio, ranked #67.

Tripletail Wealth Management first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Tripletail Wealth Management held 4,800 shares of State Street Energy Select Sector SPDR ETF worth $255K as of Q2 2026.
Tripletail Wealth Management bought 1,400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $80K.
State Street Energy Select Sector SPDR ETF made up 0.29% of Tripletail Wealth Management's portfolio in Q2 2026, its #67 holding.
Tripletail Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.