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

Wealth Effects’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	$899K	Sell	16,935 -717	-4%	-$41K	0.24%	78
2026 Q1	$1.08M	Buy	17,652 +396	+2%	+$21.2K	0.38%	57
2025 Q4	$772K	Sell	17,256 -130	-0.7%	-$5.79K	0.24%	72
2025 Q3	$777K	Sell	17,386 -164	-0.9%	-$7.18K	0.25%	75
2025 Q2	$744K	Sell	17,550 -1,134	-6%	-$47.2K	0.28%	70
2025 Q1	$873K	Sell	18,684 -1,670	-8%	-$75.3K	0.37%	60
2024 Q4	$872K	Buy	20,354 +112	+0.6%	+$5.09K	0.31%	63
2024 Q3	$889K	Buy	20,242 +930	+5%	+$41.6K	0.31%	65
2024 Q2	$880K	Sell	19,312 -1,878	-9%	-$87.5K	0.32%	66
2024 Q1	$1M	Sell	21,190 -216	-1%	-$9.28K	0.37%	56
2023 Q4	$897K	Buy	21,406 +14,510	+210%	+$620K	0.34%	67
2023 Q3	$312K	Sell	6,896 -144	-2%	-$6.3K	0.15%	130
2023 Q2	$286K	Sell	7,040 -22	-0.3%	-$896	0.13%	139
2023 Q1	$292K	Sell	7,062 -3,594	-34%	-$154K	0.15%	137
2022 Q4	$466K	Buy	10,656 +1,820	+21%	+$79.2K	0.27%	88
2022 Q3	$318K	Sell	8,836 -8,890	-50%	-$336K	0.19%	113
2022 Q2	$634K	Sell	17,726 -4,502	-20%	-$181K	0.38%	64
2022 Q1	$850K	Buy	22,228 +8,208	+59%	+$284K	0.4%	57
2021 Q4	$389K	Buy	+14,020	New	+$396K	0.16%	124

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 Effects's XLE Position: Q2 2026 in Review

Wealth Effects reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q2 2026, selling an estimated $41K and leaving 16,935 shares worth $899K. The position accounts for 0.24% of the portfolio, ranked #78.

Wealth Effects first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealth Effects held 16,935 shares of State Street Energy Select Sector SPDR ETF worth $899K as of Q2 2026.
Wealth Effects sold 717 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $41K.
State Street Energy Select Sector SPDR ETF made up 0.24% of Wealth Effects's portfolio in Q2 2026, its #78 holding.
Wealth Effects first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Effects's State Street Energy Select Sector SPDR ETF position peaked at $1.08M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.