True North Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

True North Advisors’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	$2.05M	Hold	38,601	–	–	0.2%	76
2026 Q1	$2.36M	Buy	38,601 +201	+0.5%	+$10.8K	0.27%	61
2025 Q4	$1.72M	Sell	38,400 -1,150	-3%	-$51.2K	0.22%	69
2025 Q3	$1.77M	Buy	39,550 +1,150	+3%	+$50.3K	0.28%	56
2025 Q2	$1.63M	Sell	38,400 -456	-1%	-$19K	0.31%	63
2025 Q1	$1.82M	Buy	+38,856	New	+$1.75M	0.32%	71

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

True North Advisors's XLE Position: Q2 2026 in Review

True North Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 38,601 shares worth $2.05M. The position accounts for 0.2% of the portfolio, ranked #76.

True North Advisors first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.36M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

True North Advisors held 38,601 shares of State Street Energy Select Sector SPDR ETF worth $2.05M as of Q2 2026.
True North Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.2% of True North Advisors's portfolio in Q2 2026, its #76 holding.
True North Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
True North Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.36M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.