WBH Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WBH Advisory’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	$8.97M	Buy	168,827 +22,623	+15%	+$1.29M	0.6%	43
2026 Q1	$8.62M	Sell	146,204 -4,553	-3%	-$244K	0.65%	40
2025 Q4	$6.74M	Sell	150,757 -2,373	-2%	-$106K	0.5%	49
2025 Q3	$6.84M	Buy	153,130 +19,258	+14%	+$843K	0.52%	46
2025 Q2	$5.68M	Sell	133,872 -13,116	-9%	-$546K	0.48%	49
2025 Q1	$6.87M	Sell	146,988 -39,068	-21%	-$1.76M	0.64%	41
2024 Q4	$7.97M	Sell	186,056 -12,220	-6%	-$555K	0.74%	38
2024 Q3	$8.7M	Buy	198,276 +4,042	+2%	+$181K	0.82%	36
2024 Q2	$8.85M	Buy	194,234 +16,500	+9%	+$769K	0.9%	34
2024 Q1	$8.39M	Sell	177,734 -16,306	-8%	-$700K	0.86%	34
2023 Q4	$8.13M	Buy	194,040 +16,108	+9%	+$689K	0.9%	32
2023 Q3	$8.04M	Sell	177,932 -2,672	-1%	-$117K	0.99%	30
2023 Q2	$7.33M	Sell	180,604 -9,882	-5%	-$402K	0.87%	32
2023 Q1	$7.89M	Buy	+190,486	New	+$8.14M	0.99%	29
2022 Q3	$6.66M	Sell	185,058 -35,466	-16%	-$1.34M	0.96%	31
2022 Q2	$7.75M	Sell	220,524 -22,038	-9%	-$884K	1.03%	28
2022 Q1	$9.35M	Sell	242,562 -14,936	-6%	-$517K	1.15%	23
2021 Q4	$7.15M	Sell	257,498 -7,818	-3%	-$221K	0.82%	32
2021 Q3	$6.91M	Buy	265,316 +96,470	+57%	+$2.39M	0.93%	26
2021 Q2	$4.2M	Buy	168,846 +4,774	+3%	+$124K	0.62%	43
2021 Q1	$4.03M	Buy	164,072 +4,614	+3%	+$106K	0.65%	41
2020 Q4	$3.49M	Sell	159,458 -15,432	-9%	-$266K	0.6%	40
2020 Q3	$2.62M	Buy	174,890 +43,776	+33%	+$777K	0.53%	43
2020 Q2	$2.48M	Sell	131,114 -32,074	-20%	-$596K	0.6%	42
2020 Q1	$2.37K	Sell	163,188 -2,892	-2%	-$68.6K	0.56%	41
2019 Q4	$4.99M	Sell	166,080 -1,178	-0.7%	-$34.9K	1.02%	24
2019 Q3	$4.95M	Buy	167,258 +1,842	+1%	+$55.7K	1.11%	23
2019 Q2	$5.27M	Sell	165,416 -7,020	-4%	-$225K	1.22%	19
2019 Q1	$5.7M	Buy	172,436 +2,314	+1%	+$74.3K	1.36%	14
2018 Q4	$4.88K	Sell	170,122 -26,036	-13%	-$871K	1.18%	16
2018 Q3	$7.43M	Buy	196,158 +336	+0.2%	+$12.6K	1.8%	9
2018 Q2	$7.43M	Buy	195,822 +382	+0.2%	+$14.2K	1.93%	9
2018 Q1	$6.59M	Sell	195,440 -1,478	-0.8%	-$52.3K	1.79%	9
2017 Q4	$7.11M	Sell	196,918 -5,414	-3%	-$186K	1.9%	9
2017 Q3	$6.93M	Buy	202,332 +1,264	+0.6%	+$41.1K	1.93%	10
2017 Q2	$6.53M	Buy	201,068 +11,792	+6%	+$396K	1.83%	10
2017 Q1	$6.62M	Buy	189,276 +19,472	+11%	+$704K	1.98%	9
2016 Q4	$6.39M	Buy	169,804 +6,206	+4%	+$224K	2.13%	7
2016 Q3	$5.78M	Buy	163,598 +9,548	+6%	+$327K	1.98%	8
2016 Q2	$5.26M	Sell	154,050 -4,342	-3%	-$143K	2.05%	9
2016 Q1	$49M	Buy	158,392 +68,338	+76%	+$1.98M	16.4%	1
2015 Q4	$2.72K	Buy	90,054 +52,662	+141%	+$1.73M	0.95%	18
2015 Q3	$1.14M	Sell	37,392 -6,042	-14%	-$204K	0.48%	52
2015 Q2	$1.63M	Buy	43,434 +25,052	+136%	+$994K	0.64%	43
2015 Q1	$713	Buy	+18,382	New	+$712K	0.2%	89

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WBH Advisory's XLE Position: Q2 2026 in Review

WBH Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, buying an estimated $1.29M and bringing the position to 168,827 shares worth $8.97M. The position accounts for 0.6% of the portfolio, ranked #43.

WBH Advisory first reported a position in XLE in Q1 2015 and has held it in 45 quarters since. The position peaked at $49M in Q1 2016. 1,478 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WBH Advisory held 168,827 shares of State Street Energy Select Sector SPDR ETF worth $8.97M as of Q2 2026.
WBH Advisory bought 22,623 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.29M.
State Street Energy Select Sector SPDR ETF made up 0.6% of WBH Advisory's portfolio in Q2 2026, its #43 holding.
WBH Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
WBH Advisory's State Street Energy Select Sector SPDR ETF position peaked at $49M in Q1 2016.
1,478 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.