WESPAC Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WESPAC Advisors’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	$835K	Sell	15,726 -52,495	-77%	-$3M	0.41%	78
2026 Q1	$4.18M	Buy	68,221 +63,711	+1,413%	+$3.42M	2.29%	7
2025 Q4	$202K	Sell	4,510 -16,614	-79%	-$740K	0.11%	171
2025 Q3	$944K	Buy	+21,124	New	+$925K	0.55%	60
2025 Q2	–	Sell	-6,568	Closed	-$307K	–	201
2025 Q1	$307K	Buy	+6,568	New	+$296K	0.25%	119
2024 Q3	–	Sell	-11,008	Closed	-$502K	–	170
2024 Q2	$502K	Sell	11,008 -2,896	-21%	-$135K	0.39%	91
2024 Q1	$656K	Buy	13,904 +578	+4%	+$24.8K	0.38%	94
2023 Q4	$559K	Buy	+13,326	New	+$570K	0.39%	83
2023 Q1	–	Sell	-5,776	Closed	-$253K	–	134
2022 Q4	$253K	Buy	+5,776	New	+$251K	0.44%	53
2022 Q3	–	Sell	-10,740	Closed	-$384K	–	108
2022 Q2	$384K	Sell	10,740 -44,906	-81%	-$1.8M	0.29%	66
2022 Q1	$2.13M	Buy	55,646 +37,660	+209%	+$1.3M	2.3%	5
2021 Q4	$499K	Sell	17,986 -98,488	-85%	-$2.78M	0.33%	98
2021 Q3	$3.03M	Buy	116,474 +78,924	+210%	+$1.96M	1.87%	7
2021 Q2	$1.01M	Sell	37,550 -50,592	-57%	-$1.32M	1.94%	6
2021 Q1	$2.16M	Buy	88,142 +51,912	+143%	+$1.2M	1.62%	9
2020 Q4	$687K	Buy	+36,230	New	+$624K	0.53%	72
2020 Q1	–	Sell	-61,722	Closed	-$1.85M	–	94
2019 Q4	$1.85M	Buy	+61,722	New	+$1.83M	1.82%	23
2019 Q2	–	Sell	-75,374	Closed	-$2.49M	–	148
2019 Q1	$2.49M	Buy	+75,374	New	+$2.42M	1.72%	23
2018 Q4	–	Sell	-23,982	Closed	-$908K	–	168
2018 Q3	$908K	Buy	23,982 +6,856	+40%	+$257K	0.53%	67
2018 Q2	$650K	Buy	+17,126	New	+$636K	0.67%	52
2017 Q1	–	Sell	-62,558	Closed	-$2.36M	–	130
2016 Q4	$2.36M	Buy	+62,558	New	+$2.26M	2.64%	3

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WESPAC Advisors's XLE Position: Q2 2026 in Review

WESPAC Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 77% in Q2 2026, selling an estimated $3M and leaving 15,726 shares worth $835K. The position accounts for 0.41% of the portfolio, ranked #78.

WESPAC Advisors first reported a position in XLE in Q4 2016 and has held it in 21 quarters since. The position peaked at $4.18M in Q1 2026. 1,436 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WESPAC Advisors held 15,726 shares of State Street Energy Select Sector SPDR ETF worth $835K as of Q2 2026.
WESPAC Advisors sold 52,495 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3M.
State Street Energy Select Sector SPDR ETF made up 0.41% of WESPAC Advisors's portfolio in Q2 2026, its #78 holding.
WESPAC Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 21 quarters since.
WESPAC Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.18M in Q1 2026.
1,436 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.