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

Wealth Alliance’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	$299K	Sell	5,621 -665	-11%	-$38K	0.03%	454
2026 Q1	$385K	Buy	6,286 +405	+7%	+$21.7K	0.04%	358
2025 Q4	$263K	Sell	5,881 -1,569	-21%	-$69.9K	0.03%	464
2025 Q3	$333K	Buy	7,450 +142	+2%	+$6.22K	0.03%	391
2025 Q2	$310K	Buy	7,308 +34	+0.5%	+$1.42K	0.03%	398
2025 Q1	$340K	Sell	7,274 -3,390	-32%	-$153K	0.04%	364
2024 Q4	$457K	Buy	10,664 +798	+8%	+$36.3K	0.05%	276
2024 Q3	$433K	Buy	9,866 +62	+0.6%	+$2.77K	0.05%	301
2024 Q2	$447K	Buy	9,804 +704	+8%	+$32.8K	0.06%	269
2024 Q1	$430K	Buy	9,100 +2,954	+48%	+$127K	0.06%	306
2023 Q4	$258K	Buy	6,146 +14	+0.2%	+$599	0.04%	426
2023 Q3	$277K	Buy	6,132 +956	+18%	+$41.8K	0.04%	372
2023 Q2	$210K	Sell	5,176 -12	-0.2%	-$489	0.03%	467
2023 Q1	$215K	Buy	5,188 +478	+10%	+$20.4K	0.03%	462
2022 Q4	$206K	Buy	+4,710	New	+$205K	0.04%	460

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

Wealth Alliance's XLE Position: Q2 2026 in Review

Wealth Alliance reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, selling an estimated $38K and leaving 5,621 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #454.

Wealth Alliance first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $457K in Q4 2024. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealth Alliance held 5,621 shares of State Street Energy Select Sector SPDR ETF worth $299K as of Q2 2026.
Wealth Alliance sold 665 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $38K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #454 holding.
Wealth Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Wealth Alliance's State Street Energy Select Sector SPDR ETF position peaked at $457K in Q4 2024.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.