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

West Wealth 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	$429K	Buy	8,077 +223	+3%	+$12.8K	0.07%	95
2026 Q1	$481K	Buy	7,854 +298	+4%	+$16K	0.1%	79
2025 Q4	$338K	Buy	7,556 +58	+0.8%	+$2.58K	0.07%	86
2025 Q3	$324K	Buy	7,498 +74	+1%	+$3.24K	0.07%	87
2025 Q2	$314K	Buy	+7,424	New	+$309K	0.08%	83
2023 Q3	–	Sell	-5,816	Closed	-$236K	–	85
2023 Q2	$236K	Buy	5,816 +16	+0.3%	+$652	0.1%	61
2023 Q1	$240K	Sell	5,800 -24,994	-81%	-$1.07M	0.11%	55
2022 Q4	$1.35M	Sell	30,794 -7,066	-19%	-$308K	0.67%	21
2022 Q3	$1.36M	Sell	37,860 -60,232	-61%	-$2.28M	0.69%	22
2022 Q2	$3.51M	Sell	98,092 -71,380	-42%	-$2.86M	1.63%	13
2022 Q1	$6.48M	Sell	169,472 -43,746	-21%	-$1.52M	2.57%	11
2021 Q4	$5.92M	Buy	+213,218	New	+$6.02M	2.23%	14

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 Wealth Group's XLE Position: Q2 2026 in Review

West Wealth Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 8,077 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #95.

West Wealth Group first reported a position in XLE in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.48M in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

West Wealth Group held 8,077 shares of State Street Energy Select Sector SPDR ETF worth $429K as of Q2 2026.
West Wealth Group bought 223 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12.8K.
State Street Energy Select Sector SPDR ETF made up 0.07% of West Wealth Group's portfolio in Q2 2026, its #95 holding.
West Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
West Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $6.48M in Q1 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.