Welch Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Welch Group’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	$688K	Buy	12,951 +14	+0.1%	+$800	0.02%	159
2026 Q1	$793K	Sell	12,937 -1,676	-11%	-$89.9K	0.03%	134
2025 Q4	$653K	Buy	14,613 +1,781	+14%	+$79.3K	0.03%	148
2025 Q3	$573K	Buy	12,832 +486	+4%	+$21.3K	0.02%	152
2025 Q2	$524K	Buy	12,346 +820	+7%	+$34.2K	0.02%	152
2025 Q1	$533K	Sell	11,526 -14,212	-55%	-$641K	0.02%	139
2024 Q4	$1.09M	Buy	25,738 +1,226	+5%	+$55.7K	0.05%	99
2024 Q3	$1.08M	Buy	24,512 +2,242	+10%	+$100K	0.05%	98
2024 Q2	$1.01M	Buy	22,270 +10,518	+89%	+$490K	0.05%	97
2024 Q1	$555K	Buy	11,752 +1,308	+13%	+$56.2K	0.03%	118
2023 Q4	$438K	Buy	10,444 +994	+11%	+$42.5K	0.02%	132
2023 Q3	$427K	Hold	9,450	–	–	0.03%	118
2023 Q2	$384K	Hold	9,450	–	–	0.02%	133
2023 Q1	$391K	Sell	9,450 -406	-4%	-$17.4K	0.02%	132
2022 Q4	$431K	Hold	9,856	–	–	0.02%	127
2022 Q3	$355K	Buy	9,856 +1,426	+17%	+$53.9K	0.02%	118
2022 Q2	$301K	Hold	8,430	–	–	0.02%	145
2022 Q1	$322K	Sell	8,430 -12,058	-59%	-$418K	0.02%	153
2021 Q4	$569K	Buy	20,488 +9,210	+82%	+$260K	0.03%	116
2021 Q3	$294K	Buy	11,278 +2,182	+24%	+$54.1K	0.02%	146
2021 Q2	$245K	Sell	9,096 -2,190	-19%	-$56.9K	0.02%	162
2021 Q1	$277K	Sell	11,286 -298,588	-96%	-$6.89M	0.02%	152
2020 Q4	$5.87M	Buy	309,874 +243,854	+369%	+$4.2M	0.47%	36
2020 Q3	$989K	Buy	+66,020	New	+$1.17M	0.09%	67
2020 Q2	–	Sell	-13,484	Closed	-$196K	–	157
2020 Q1	$196K	Buy	+13,484	New	+$320K	0.02%	119
2017 Q4	–	Sell	-11,216	Closed	-$384K	–	144
2017 Q3	$384K	Buy	+11,216	New	+$365K	0.06%	69
2016 Q4	–	Sell	-12,984	Closed	-$458K	–	143
2016 Q3	$458K	Buy	+12,984	New	+$445K	0.09%	66
2016 Q2	–	Sell	-8,918	Closed	-$276K	–	138
2016 Q1	$276K	Sell	8,918 -76,986	-90%	-$2.23M	0.05%	85
2015 Q4	$2.59M	Buy	85,904 +5,540	+7%	+$182K	0.47%	37
2015 Q3	$2.46M	Buy	+80,364	New	+$2.71M	0.48%	37

Other funds holding XLE

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Welch Group's XLE Position: Q2 2026 in Review

Welch Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.11% in Q2 2026, buying an estimated $800 and bringing the position to 12,951 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #159.

Welch Group first reported a position in XLE in Q3 2015 and has held it in 30 quarters since. The position peaked at $5.87M in Q4 2020. 856 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Welch Group held 12,951 shares of State Street Energy Select Sector SPDR ETF worth $688K as of Q2 2026.
Welch Group bought 14 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $800.
State Street Energy Select Sector SPDR ETF made up 0.02% of Welch Group's portfolio in Q2 2026, its #159 holding.
Welch Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 30 quarters since.
Welch Group's State Street Energy Select Sector SPDR ETF position peaked at $5.87M in Q4 2020.
856 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.