Ullmann Wealth Partners Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ullmann Wealth Partners Group’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	$228K	Hold	4,288	–	–	0.02%	157
2026 Q1	$263K	Buy	+4,288	New	+$230K	0.03%	141
2025 Q2	–	Sell	-4,288	Closed	-$200K	–	148
2025 Q1	$200K	Buy	+4,288	New	+$193K	0.03%	134
2024 Q2	–	Sell	-4,288	Closed	-$202K	–	117
2024 Q1	$202K	Buy	+4,288	New	+$184K	0.03%	111
2017 Q3	–	Sell	-800	Closed	-$25K	–	142
2017 Q2	$25K	Hold	800	–	–	0.02%	111
2017 Q1	$27K	Buy	+800	New	+$28.9K	0.02%	100

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

Ullmann Wealth Partners Group's XLE Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,288 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #157.

Ullmann Wealth Partners Group first reported a position in XLE in Q1 2017 and has held it in 6 quarters since. The position peaked at $263K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ullmann Wealth Partners Group held 4,288 shares of State Street Energy Select Sector SPDR ETF worth $228K as of Q2 2026.
Ullmann Wealth Partners Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #157 holding.
Ullmann Wealth Partners Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 6 quarters since.
Ullmann Wealth Partners Group's State Street Energy Select Sector SPDR ETF position peaked at $263K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.