Well Done LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Well Done LLC’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	$326K	Sell	6,136 -126	-2%	-$7.2K	0.04%	159
2026 Q1	$384K	Buy	6,262 +126	+2%	+$6.76K	0.06%	139
2025 Q4	$274K	Sell	6,136 -938	-13%	-$41.8K	0.04%	161
2025 Q3	$316K	Buy	7,074 +1,590	+29%	+$69.6K	0.05%	143
2025 Q2	$233K	Hold	5,484	–	–	0.04%	156
2025 Q1	$235K	Hold	5,484	–	–	0.04%	158
2024 Q4	$241K	Hold	5,484	–	–	0.04%	157
2024 Q3	$241K	Hold	5,484	–	–	0.04%	158
2024 Q2	$250K	Hold	5,484	–	–	0.05%	158
2024 Q1	$259K	Hold	5,484	–	–	0.05%	159
2023 Q4	$230K	Sell	5,484 -24	-0.4%	-$1.03K	0.05%	165
2023 Q3	$249K	Buy	5,508 +24	+0.4%	+$1.05K	0.06%	140
2023 Q2	$223K	Hold	5,484	–	–	0.05%	148
2023 Q1	$227K	Hold	5,484	–	–	0.05%	155
2022 Q4	$240K	Sell	5,484 -116	-2%	-$5.05K	0.05%	157
2022 Q3	$202K	Hold	5,600	–	–	0.05%	159
2022 Q2	$200K	Hold	5,600	–	–	0.04%	167
2022 Q1	$214K	Buy	+5,600	New	+$194K	0.04%	175
2020 Q1	–	Sell	-8,566	Closed	-$257K	–	161
2019 Q4	$257K	Hold	8,566	–	–	0.06%	126
2019 Q3	$254K	Sell	8,566 -100	-1%	-$3.02K	0.06%	130
2019 Q2	$276K	Buy	8,666 +100	+1%	+$3.2K	0.06%	120
2019 Q1	$283K	Sell	8,566 -68	-0.8%	-$2.18K	0.07%	117
2018 Q4	$248K	Buy	8,634 +1,540	+22%	+$51.5K	0.07%	121
2018 Q3	$269K	Hold	7,094	–	–	0.08%	114
2018 Q2	$269K	Sell	7,094 -536	-7%	-$19.9K	0.08%	111
2018 Q1	$257K	Hold	7,630	–	–	0.08%	96
2017 Q4	$276K	Buy	+7,630	New	+$263K	0.09%	97
2017 Q3	–	Sell	-6,274	Closed	-$204K	–	145
2017 Q2	$204K	Sell	6,274 -2,780	-31%	-$93.4K	0.07%	101
2017 Q1	$316K	Buy	9,054 +2,110	+30%	+$76.3K	0.11%	79
2016 Q4	$262K	Hold	6,944	–	–	0.1%	78
2016 Q3	$245	Buy	+6,944	New	+$238K	0.09%	74

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

Well Done LLC's XLE Position: Q2 2026 in Review

Well Done LLC reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, selling an estimated $7.2K and leaving 6,136 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #159.

Well Done LLC first reported a position in XLE in Q3 2016 and has held it in 31 quarters since. The position peaked at $384K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Well Done LLC held 6,136 shares of State Street Energy Select Sector SPDR ETF worth $326K as of Q2 2026.
Well Done LLC sold 126 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.2K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Well Done LLC's portfolio in Q2 2026, its #159 holding.
Well Done LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and has held it in 31 quarters since.
Well Done LLC's State Street Energy Select Sector SPDR ETF position peaked at $384K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.