Wall Capital Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wall Capital 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	$1.14M	Buy	21,469 +622	+3%	+$35.6K	0.93%	18
2026 Q1	$1.28M	Sell	20,847 -261	-1%	-$14K	1.36%	15
2025 Q4	$944K	Buy	+21,108	New	+$940K	0.9%	19
2023 Q4	$2.88M	Sell	68,816 -1,910	-3%	-$81.7K	3.27%	13
2023 Q3	$3.1M	Buy	70,726 +19,144	+37%	+$838K	4.41%	11
2023 Q2	$2.17M	Buy	51,582 +2,032	+4%	+$82.8K	2.33%	14
2023 Q1	$2.12M	Buy	49,550 +48,966	+8,385%	+$2.09M	2.58%	12
2022 Q4	$25.8K	Buy	+584	New	+$25.4K	0.04%	22
2018 Q3	–	Sell	-182,234	Closed	-$6.92M	–	28
2018 Q2	$6.92M	Sell	182,234 -9,762	-5%	-$363K	3.82%	9
2018 Q1	$6.47M	Sell	191,996 -50,922	-21%	-$1.8M	3.72%	8
2017 Q4	$8.78M	Sell	242,918 -10,446	-4%	-$360K	5.56%	7
2017 Q3	$8.68M	Sell	253,364 -2,528	-1%	-$82.2K	5.59%	7
2017 Q2	$8.31M	Buy	255,892 +36,484	+17%	+$1.23M	5.63%	8
2017 Q1	$7.67M	Buy	+219,408	New	+$7.93M	6.07%	7

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

Wall Capital Group's XLE Position: Q2 2026 in Review

Wall Capital Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2026, buying an estimated $35.6K and bringing the position to 21,469 shares worth $1.14M. The position accounts for 0.93% of the portfolio, ranked #18.

Wall Capital Group first reported a position in XLE in Q1 2017 and has held it in 14 quarters since. The position peaked at $8.78M in Q4 2017. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wall Capital Group held 21,469 shares of State Street Energy Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Wall Capital Group bought 622 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $35.6K.
State Street Energy Select Sector SPDR ETF made up 0.93% of Wall Capital Group's portfolio in Q2 2026, its #18 holding.
Wall Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 14 quarters since.
Wall Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $8.78M in Q4 2017.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.