WealthCare Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthCare Investment Partners’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	$5.35M	Buy	100,666 +833	+0.8%	+$47.6K	1.3%	19
2026 Q1	$6.05M	Sell	99,833 -896	-0.9%	-$48.1K	1.68%	14
2025 Q4	$4.6M	Sell	100,729 -4,977	-5%	-$222K	1.34%	20
2025 Q3	$4.72M	Sell	105,706 -6,328	-6%	-$277K	1.53%	16
2025 Q2	$4.88M	Sell	112,034 -1,920	-2%	-$80K	1.75%	14
2025 Q1	$4.52M	Sell	113,954 -2,674	-2%	-$121K	1.92%	12
2024 Q4	$5.05M	Sell	116,628 -4,482	-4%	-$204K	2.2%	11
2024 Q3	$5.66M	Sell	121,110 -816	-0.7%	-$36.5K	2.48%	7
2024 Q2	$5.56M	Buy	121,926 +1,348	+1%	+$62.8K	2.58%	6
2024 Q1	$5.69M	Sell	120,578 -5,082	-4%	-$218K	2.75%	6
2023 Q4	$5.26M	Sell	125,660 -2,750	-2%	-$118K	2.87%	6
2023 Q3	$5.69M	Sell	128,410 -11,206	-8%	-$490K	3.46%	6
2023 Q2	$5.65M	Sell	139,616 -35,906	-20%	-$1.46M	3.39%	6
2023 Q1	$7.27M	Sell	175,522 -2,756	-2%	-$118K	4.4%	4
2022 Q4	$7.8M	Buy	178,278 +8,580	+5%	+$373K	5.31%	4
2022 Q3	$6.11M	Buy	169,698 +6,738	+4%	+$255K	5.06%	3
2022 Q2	$5.83M	Buy	162,960 +9,736	+6%	+$391K	4.99%	3
2022 Q1	$6.1M	Buy	153,224 +22,034	+17%	+$763K	5.42%	3
2021 Q4	$3.64M	Buy	+131,190	New	+$3.71M	3.52%	3

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

WealthCare Investment Partners's XLE Position: Q2 2026 in Review

WealthCare Investment Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.83% in Q2 2026, buying an estimated $47.6K and bringing the position to 100,666 shares worth $5.35M. The position accounts for 1.3% of the portfolio, ranked #19.

WealthCare Investment Partners first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.8M in Q4 2022. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WealthCare Investment Partners held 100,666 shares of State Street Energy Select Sector SPDR ETF worth $5.35M as of Q2 2026.
WealthCare Investment Partners bought 833 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $47.6K.
State Street Energy Select Sector SPDR ETF made up 1.3% of WealthCare Investment Partners's portfolio in Q2 2026, its #19 holding.
WealthCare Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
WealthCare Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $7.8M in Q4 2022.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.