Truvestments Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Truvestments Capital’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	$1.49K	Hold	28	–	–	﹤0.01%	1031
2026 Q1	$1.72K	Sell	28 -4	-13%	-$215	﹤0.01%	1016
2025 Q4	$1.43K	Sell	32 -12	-27%	-$534	﹤0.01%	903
2025 Q3	$1.97K	Hold	44	–	–	﹤0.01%	919
2025 Q2	$1.87K	Sell	44 -104	-70%	-$4.33K	﹤0.01%	846
2025 Q1	$6.92K	Buy	148 +104	+236%	+$4.69K	﹤0.01%	713
2024 Q4	$1.89K	Sell	44 -94	-68%	-$4.27K	﹤0.01%	849
2024 Q3	$6.06K	Buy	+138	New	+$6.17K	﹤0.01%	657
2024 Q2	–	Sell	-160	Closed	-$7.52K	–	695
2024 Q1	$7.52K	Buy	+160	New	+$6.87K	﹤0.01%	517
2020 Q3	–	Sell	-1,000	Closed	-$18K	–	565
2020 Q2	$18K	Buy	+1,000	New	+$18.6K	0.02%	319
2019 Q4	–	Sell	-1,600	Closed	-$47K	–	601
2019 Q3	$47K	Hold	1,600	–	–	0.03%	276
2019 Q2	$51K	Buy	+1,600	New	+$51.2K	0.03%	281

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

Truvestments Capital's XLE Position: Q2 2026 in Review

Truvestments Capital held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 28 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Truvestments Capital first reported a position in XLE in Q2 2019 and has held it in 12 quarters since. The position peaked at $51K in Q2 2019. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Truvestments Capital held 28 shares of State Street Energy Select Sector SPDR ETF worth $1.49K as of Q2 2026.
Truvestments Capital left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1031 holding.
Truvestments Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 12 quarters since.
Truvestments Capital's State Street Energy Select Sector SPDR ETF position peaked at $51K in Q2 2019.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.