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

TrueWealth 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	$934K	Buy	17,590 +862	+5%	+$49.3K	0.21%	97
2026 Q1	$1.02M	Sell	16,728 -163	-1%	-$8.74K	0.26%	73
2025 Q4	$755K	Sell	16,891 -109	-0.6%	-$4.85K	0.2%	96
2025 Q3	$759K	Buy	17,000 +18	+0.1%	+$788	0.21%	95
2025 Q2	$720K	Sell	16,982 -264	-2%	-$11K	0.21%	85
2025 Q1	$806K	Sell	17,246 -954	-5%	-$43K	0.26%	73
2024 Q4	$780K	Buy	18,200 +844	+5%	+$38.4K	0.26%	79
2024 Q3	$762K	Sell	17,356 -1,104	-6%	-$49.3K	0.25%	79
2024 Q2	$841K	Sell	18,460 -1,812	-9%	-$84.4K	0.31%	65
2024 Q1	$957K	Sell	20,272 -1,142	-5%	-$49.1K	0.37%	56
2023 Q4	$898K	Sell	21,414 -1,994	-9%	-$85.3K	0.35%	54
2023 Q3	$1.06M	Buy	23,408 +616	+3%	+$27K	0.45%	43
2023 Q2	$925K	Buy	22,792 +2,872	+14%	+$117K	0.38%	50
2023 Q1	$825K	Buy	19,920 +1,034	+5%	+$44.2K	0.35%	59
2022 Q4	$826K	Buy	18,886 +2,164	+13%	+$94.2K	0.36%	56
2022 Q3	$602K	Sell	16,722 -1,508	-8%	-$57K	0.29%	71
2022 Q2	$652K	Sell	18,230 -5,398	-23%	-$217K	0.3%	72
2022 Q1	$656K	Hold	23,628	–	–	0.29%	72
2021 Q4	$656K	Sell	23,628 -13,106	-36%	-$370K	0.29%	72
2021 Q3	$957K	Sell	36,734 -184	-0.5%	-$4.56K	0.54%	44
2021 Q2	$994K	Buy	36,918 +2,352	+7%	+$61.2K	0.58%	40
2021 Q1	$814K	Sell	34,566 -1,268	-4%	-$29.3K	0.53%	42
2020 Q4	$754K	Buy	+35,834	New	+$618K	0.65%	40

Other funds holding XLE

FMI

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TrueWealth Advisors's XLE Position: Q2 2026 in Review

TrueWealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.2% in Q2 2026, buying an estimated $49.3K and bringing the position to 17,590 shares worth $934K. The position accounts for 0.21% of the portfolio, ranked #97.

TrueWealth Advisors first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2023. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

TrueWealth Advisors held 17,590 shares of State Street Energy Select Sector SPDR ETF worth $934K as of Q2 2026.
TrueWealth Advisors bought 862 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $49.3K.
State Street Energy Select Sector SPDR ETF made up 0.21% of TrueWealth Advisors's portfolio in Q2 2026, its #97 holding.
TrueWealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.06M in Q3 2023.
560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.