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

Wealth Quarterback’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	$208K	Buy	3,911 +4	+0.1%	+$229	0.06%	164
2026 Q1	$239K	Buy	+3,907	New	+$210K	0.09%	146
2025 Q2	–	Sell	-4,288	Closed	-$200K	–	144
2025 Q1	$200K	Buy	+4,288	New	+$193K	0.11%	121
2023 Q4	–	Sell	-4,724	Closed	-$213K	–	128
2023 Q3	$213K	Buy	+4,724	New	+$207K	0.18%	101
2023 Q1	–	Sell	-4,696	Closed	-$205K	–	129
2022 Q4	$205K	Sell	4,696 -1,542	-25%	-$67.1K	0.17%	103
2022 Q3	$225K	Sell	6,238 -1,102	-15%	-$41.7K	0.24%	91
2022 Q2	$262K	Buy	+7,340	New	+$294K	0.2%	90
2021 Q3	$127K	Buy	4,876 +4,490	+1,163%	+$111K	0.08%	144
2021 Q2	$11K	Buy	+386	New	+$10K	0.01%	468
2020 Q2	–	Sell	-100	Closed	-$1.45K	–	804
2020 Q1	$1.45K	Sell	100 -14,290	-99%	-$339K	﹤0.01%	789
2019 Q4	$5.16K	Buy	+14,390	New	+$427K	﹤0.01%	630

Other funds holding XLE

FMI

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Wealth Quarterback's XLE Position: Q2 2026 in Review

Wealth Quarterback increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q2 2026, buying an estimated $229 and bringing the position to 3,911 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #164.

Wealth Quarterback first reported a position in XLE in Q4 2019 and has held it in 11 quarters since. The position peaked at $262K in Q2 2022. 713 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealth Quarterback held 3,911 shares of State Street Energy Select Sector SPDR ETF worth $208K as of Q2 2026.
Wealth Quarterback bought 4 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $229.
State Street Energy Select Sector SPDR ETF made up 0.06% of Wealth Quarterback's portfolio in Q2 2026, its #164 holding.
Wealth Quarterback first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Wealth Quarterback's State Street Energy Select Sector SPDR ETF position peaked at $262K in Q2 2022.
713 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.