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

West Paces 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	$89.6K	Buy	1,687 +1	+0.1%	+$57	0.02%	219
2026 Q1	$103K	Buy	1,686 +1	+0.1%	+$54	0.02%	169
2025 Q4	$75.4K	Sell	1,685 -763	-31%	-$34K	0.01%	169
2025 Q3	$109K	Sell	2,448 -446	-15%	-$19.5K	0.02%	157
2025 Q2	$123K	Buy	2,894 +428	+17%	+$17.8K	0.03%	158
2025 Q1	$115K	Hold	2,466	–	–	0.03%	176
2024 Q4	$106K	Sell	2,466 -184	-7%	-$8.36K	0.03%	187
2024 Q3	$116K	Hold	2,650	–	–	0.03%	184
2024 Q2	$121K	Buy	2,650 +2	+0.1%	+$93	0.03%	164
2024 Q1	$125K	Buy	2,648 +2	+0.1%	+$86	0.03%	167
2023 Q4	$111K	Buy	2,646 +16	+0.6%	+$684	0.03%	167
2023 Q3	$119K	Hold	2,630	–	–	0.04%	157
2023 Q2	$107K	Sell	2,630 -120	-4%	-$4.89K	0.03%	166
2023 Q1	$114K	Buy	2,750 +104	+4%	+$4.45K	0.04%	163
2022 Q4	$116K	Buy	2,646 +198	+8%	+$8.62K	0.04%	150
2022 Q3	$88.2K	Hold	2,448	–	–	0.03%	174
2022 Q2	$87.5K	Hold	2,448	–	–	0.03%	175
2022 Q1	$93.6K	Buy	2,448 +448	+22%	+$15.5K	0.03%	182
2021 Q4	$55.5K	Hold	2,000	–	–	0.02%	221
2021 Q3	$52.1K	Hold	2,000	–	–	0.02%	207
2021 Q2	$53.9K	Hold	2,000	–	–	0.02%	195
2021 Q1	$49.1K	Hold	2,000	–	–	0.02%	195
2020 Q4	$37.9K	Hold	2,000	–	–	0.02%	204
2020 Q3	$29.9K	Sell	2,000 -4,980	-71%	-$88.4K	0.02%	211
2020 Q2	$132K	Sell	6,980 -22,426	-76%	-$417K	0.07%	119
2020 Q1	$427K	Buy	+29,406	New	+$697K	0.27%	66

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

West Paces Advisors's XLE Position: Q2 2026 in Review

West Paces Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.06% in Q2 2026, buying an estimated $57 and bringing the position to 1,687 shares worth $89.6K. The position accounts for 0.02% of the portfolio, ranked #219.

West Paces Advisors first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $427K in Q1 2020. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

West Paces Advisors held 1,687 shares of State Street Energy Select Sector SPDR ETF worth $89.6K as of Q2 2026.
West Paces Advisors bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
State Street Energy Select Sector SPDR ETF made up 0.02% of West Paces Advisors's portfolio in Q2 2026, its #219 holding.
West Paces Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
West Paces Advisors's State Street Energy Select Sector SPDR ETF position peaked at $427K in Q1 2020.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.