Watershed Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Watershed Private Wealth’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	$315K	Hold	5,938	–	–	0.09%	104
2026 Q1	$364K	Sell	5,938 -3,182	-35%	-$171K	0.11%	93
2025 Q4	$408K	Hold	9,120	–	–	0.12%	86
2025 Q3	$407K	Hold	9,120	–	–	0.13%	81
2025 Q2	$387K	Hold	9,120	–	–	0.14%	77
2025 Q1	$426K	Hold	9,120	–	–	0.17%	75
2024 Q4	$391K	Hold	9,120	–	–	0.15%	79
2024 Q3	$400K	Hold	9,120	–	–	0.16%	76
2024 Q2	$416K	Hold	9,120	–	–	0.18%	83
2024 Q1	$431K	Sell	9,120 -400	-4%	-$17.2K	0.19%	80
2023 Q4	$399K	Hold	9,520	–	–	0.22%	72
2023 Q3	$430K	Hold	9,520	–	–	0.27%	64
2023 Q2	$386K	Sell	9,520 -4,240	-31%	-$173K	0.23%	66
2023 Q1	$570K	Hold	13,760	–	–	0.39%	52
2022 Q4	$602K	Buy	+13,760	New	+$599K	0.46%	48

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

Watershed Private Wealth's XLE Position: Q2 2026 in Review

Watershed Private Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,938 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #104.

Watershed Private Wealth first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $602K in Q4 2022. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Watershed Private Wealth held 5,938 shares of State Street Energy Select Sector SPDR ETF worth $315K as of Q2 2026.
Watershed Private Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of Watershed Private Wealth's portfolio in Q2 2026, its #104 holding.
Watershed Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $602K in Q4 2022.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.