Vertex Investment Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vertex Investment Solutions’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	$930K	Sell	17,400 -39,000	-69%	-$2.23M	0.63%	24
2026 Q1	$3.48M	Buy	56,400 +45,500	+417%	+$2.44M	4.02%	9
2025 Q4	$486K	Buy	+10,900	New	+$485K	0.48%	22

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

Vertex Investment Solutions's XLE Position: Q2 2026 in Review

Vertex Investment Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q2 2026, selling an estimated $2.23M and leaving 17,400 shares worth $930K. The position accounts for 0.63% of the portfolio, ranked #24.

Vertex Investment Solutions first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.48M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Vertex Investment Solutions held 17,400 shares of State Street Energy Select Sector SPDR ETF worth $930K as of Q2 2026.
Vertex Investment Solutions sold 39,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.23M.
State Street Energy Select Sector SPDR ETF made up 0.63% of Vertex Investment Solutions's portfolio in Q2 2026, its #24 holding.
Vertex Investment Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Vertex Investment Solutions's State Street Energy Select Sector SPDR ETF position peaked at $3.48M in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.