Valued Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Valued Wealth 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	$463	Hold	9	–	–	﹤0.01%	851
2026 Q1	$534	Hold	9	–	–	﹤0.01%	666
2025 Q4	$390	Sell	9 -9	-50%	-$401	﹤0.01%	563
2025 Q3	$778	Sell	18 -4	-18%	-$175	﹤0.01%	480
2025 Q2	$909	Hold	22	–	–	﹤0.01%	458
2025 Q1	$1K	Hold	22	–	–	﹤0.01%	489
2024 Q4	$918	Hold	22	–	–	﹤0.01%	487
2024 Q3	$933	Hold	22	–	–	﹤0.01%	463
2024 Q2	$960	Buy	22 +2	+10%	+$93	﹤0.01%	445
2024 Q1	$987	Hold	20	–	–	﹤0.01%	439
2023 Q4	$929	Buy	+20	New	+$855	﹤0.01%	384

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

Valued Wealth Advisors's XLE Position: Q2 2026 in Review

Valued Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 9 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Valued Wealth Advisors first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Valued Wealth Advisors held 9 shares of State Street Energy Select Sector SPDR ETF worth $463 as of Q2 2026.
Valued Wealth 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 ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #851 holding.
Valued Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1K in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.