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

TrustWell Financial 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	$694K	Hold	13,066	–	–	0.59%	29
2026 Q1	$800K	Buy	13,066 +1,206	+10%	+$64.7K	0.75%	19
2025 Q4	$530K	Buy	+11,860	New	+$528K	0.51%	30

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

TrustWell Financial Advisors's XLE Position: Q2 2026 in Review

TrustWell Financial Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 13,066 shares worth $694K. The position accounts for 0.59% of the portfolio, ranked #29.

TrustWell Financial Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $800K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

TrustWell Financial Advisors held 13,066 shares of State Street Energy Select Sector SPDR ETF worth $694K as of Q2 2026.
TrustWell Financial 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 0.59% of TrustWell Financial Advisors's portfolio in Q2 2026, its #29 holding.
TrustWell Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
TrustWell Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $800K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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