Wealth Enhancement Trust Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealth Enhancement Trust Services’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	$14.9K	Hold	280	–	–	﹤0.01%	665
2026 Q1	$17.2K	Hold	280	–	–	﹤0.01%	551
2025 Q4	$12.5K	Buy	+280	New	+$12.5K	﹤0.01%	548

Other funds holding XLE

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealth Enhancement Trust Services's XLE Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 280 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Wealth Enhancement Trust Services first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.2K in Q1 2026. 1,757 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealth Enhancement Trust Services held 280 shares of State Street Energy Select Sector SPDR ETF worth $14.9K as of Q2 2026.
Wealth Enhancement Trust Services left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #665 holding.
Wealth Enhancement Trust Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's State Street Energy Select Sector SPDR ETF position peaked at $17.2K in Q1 2026.
1,757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.