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

TritonPoint Wealth’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	$894K	Sell	16,837 -14	-0.1%	-$800	0.09%	135
2026 Q1	$1.03M	Sell	16,851 -3,259	-16%	-$175K	0.11%	122
2025 Q4	$899K	Sell	20,110 -1,074	-5%	-$47.8K	0.09%	131
2025 Q3	$946K	Buy	21,184 +378	+2%	+$16.5K	0.08%	157
2025 Q2	$882K	Sell	20,806 -23,792	-53%	-$991K	0.08%	166
2025 Q1	$2.08M	Sell	44,598 -36,136	-45%	-$1.63M	0.2%	111
2024 Q4	$3.46M	Sell	80,734 -2,688	-3%	-$122K	0.31%	81
2024 Q3	$3.64M	Sell	83,422 -7,502	-8%	-$335K	0.33%	82
2024 Q2	$4.14M	Buy	90,924 +18,520	+26%	+$863K	0.4%	68
2024 Q1	$2.79M	Buy	72,404 +5,794	+9%	+$249K	0.29%	82
2023 Q4	$2.79M	Buy	+66,610	New	+$2.85M	0.27%	88

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

TritonPoint Wealth's XLE Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.08% in Q2 2026, selling an estimated $800 and leaving 16,837 shares worth $894K. The position accounts for 0.09% of the portfolio, ranked #135.

TritonPoint Wealth first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.14M in Q2 2024. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

TritonPoint Wealth held 16,837 shares of State Street Energy Select Sector SPDR ETF worth $894K as of Q2 2026.
TritonPoint Wealth sold 14 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $800.
State Street Energy Select Sector SPDR ETF made up 0.09% of TritonPoint Wealth's portfolio in Q2 2026, its #135 holding.
TritonPoint Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's State Street Energy Select Sector SPDR ETF position peaked at $4.14M in Q2 2024.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.