Turn8 Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Turn8 Private 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	$4.57M	Sell	80,760 -18,120	-18%	-$1.04M	3.05%	13
2026 Q1	$6.06M	Sell	98,880 -24,720	-20%	-$1.33M	3.78%	6
2025 Q4	$5.53M	Hold	123,600	–	–	3.96%	4
2025 Q3	$5.52M	Hold	123,600	–	–	3.96%	3
2025 Q2	$5.24M	Buy	123,600 +1,330	+1%	+$55.4K	3.78%	6
2025 Q1	$5.72M	Sell	122,270 -29,640	-20%	-$1.34M	4.47%	2
2024 Q4	$6.51M	Buy	+151,910	New	+$6.9M	4.64%	3

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

Turn8 Private Wealth's XLE Position: Q2 2026 in Review

Turn8 Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $1.04M and leaving 80,760 shares worth $4.57M. The position accounts for 3.05% of the portfolio, ranked #13.

Turn8 Private Wealth first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.51M in Q4 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Turn8 Private Wealth held 80,760 shares of State Street Energy Select Sector SPDR ETF worth $4.57M as of Q2 2026.
Turn8 Private Wealth sold 18,120 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
State Street Energy Select Sector SPDR ETF made up 3.05% of Turn8 Private Wealth's portfolio in Q2 2026, its #13 holding.
Turn8 Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Turn8 Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $6.51M in Q4 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.