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

Ulland Investment 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	$423K	Sell	7,970 -150	-2%	-$8.58K	0.31%	52
2026 Q1	$497K	Sell	8,120 -430	-5%	-$23.1K	0.43%	43
2025 Q4	$382K	Hold	8,550	–	–	0.31%	46
2025 Q3	$382K	Sell	8,550 -150	-2%	-$6.57K	0.29%	45
2025 Q2	$369K	Sell	8,700 -1,160	-12%	-$48.3K	0.28%	46
2025 Q1	$461K	Sell	9,860 -550	-5%	-$24.8K	0.39%	41
2024 Q4	$446K	Buy	10,410 +110	+1%	+$5K	0.28%	41
2024 Q3	$452K	Sell	10,300 -1,730	-14%	-$77.3K	0.33%	41
2024 Q2	$548K	Hold	12,030	–	–	0.38%	37
2024 Q1	$568K	Sell	12,030 -5,880	-33%	-$253K	0.45%	35
2023 Q4	$751K	Sell	17,910 -1,470	-8%	-$62.9K	0.76%	30
2023 Q3	$876K	Sell	19,380 -100	-0.5%	-$4.38K	0.96%	25
2023 Q2	$791K	Sell	19,480 -2,960	-13%	-$121K	0.81%	29
2023 Q1	$929K	Sell	22,440 -4,280	-16%	-$183K	1.09%	24
2022 Q4	$1.17M	Buy	26,720 +580	+2%	+$25.2K	1.4%	22
2022 Q3	$941K	Sell	26,140 -500	-2%	-$18.9K	1.03%	28
2022 Q2	$953K	Sell	26,640 -8,710	-25%	-$349K	0.98%	29
2022 Q1	$1.35M	Buy	+35,350	New	+$1.22M	1.01%	28

Other funds holding XLE

FMI

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Ulland Investment Advisors's XLE Position: Q2 2026 in Review

Ulland Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, selling an estimated $8.58K and leaving 7,970 shares worth $423K. The position accounts for 0.31% of the portfolio, ranked #52.

Ulland Investment Advisors first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.35M in Q1 2022. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ulland Investment Advisors held 7,970 shares of State Street Energy Select Sector SPDR ETF worth $423K as of Q2 2026.
Ulland Investment Advisors sold 150 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.58K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Ulland Investment Advisors's portfolio in Q2 2026, its #52 holding.
Ulland Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Ulland Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.35M in Q1 2022.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.