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

WestEnd 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	$51.6K	Buy	971 +150	+18%	+$8.58K	﹤0.01%	61
2026 Q1	$50.3K	Buy	821 +57	+7%	+$3.06K	﹤0.01%	57
2025 Q4	$34.2K	Buy	764 +572	+298%	+$25.5K	﹤0.01%	60
2025 Q3	$8.59K	Sell	192 -26	-12%	-$1.14K	﹤0.01%	80
2025 Q2	$9.24K	Sell	218 -724	-77%	-$30.2K	﹤0.01%	80
2025 Q1	$44.1K	Sell	942 -1,238	-57%	-$55.8K	﹤0.01%	54
2024 Q4	$93.4K	Sell	2,180 -66	-3%	-$3K	﹤0.01%	56
2024 Q3	$98.6K	Buy	2,246 +264	+13%	+$11.8K	﹤0.01%	52
2024 Q2	$90.3K	Buy	1,982 +154	+8%	+$7.17K	﹤0.01%	47
2024 Q1	$86.3K	Sell	1,828 -1,124	-38%	-$48.3K	﹤0.01%	49
2023 Q4	$124K	Sell	2,952 -68	-2%	-$2.91K	﹤0.01%	50
2023 Q3	$137K	Buy	+3,020	New	+$132K	﹤0.01%	47
2023 Q1	–	Sell	-4,818	Closed	-$206K	–	45
2022 Q4	$211K	Sell	4,818 -5,862	-55%	-$255K	0.01%	45
2022 Q3	$385K	Sell	10,680 -971,708	-99%	-$36.7M	0.01%	42
2022 Q2	$35.1M	Buy	+982,388	New	+$39.4M	1.11%	28
2022 Q1	–	Sell	-1,385,710	Closed	-$48M	–	33
2021 Q4	$38.5M	Buy	+1,385,710	New	+$39.2M	1.05%	31
2021 Q3	–	Hold	0	–	–	–	33
2021 Q2	–	Sell	-2,057,096	Closed	-$53.5M	–	12
2021 Q1	$50.5M	Buy	2,057,096 +393,486	+24%	+$9.08M	2.02%	13
2020 Q4	$31.5M	Buy	1,663,610 +887,826	+114%	+$15.3M	1.59%	31
2020 Q3	$11.6M	Buy	775,784 +182,316	+31%	+$3.24M	0.68%	38
2020 Q2	$11.2M	Buy	593,468 +6,432	+1%	+$120K	0.75%	38
2020 Q1	$8.53M	Buy	+587,036	New	+$13.9M	0.71%	39

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

WestEnd Advisors's XLE Position: Q2 2026 in Review

WestEnd Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, buying an estimated $8.58K and bringing the position to 971 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #61.

WestEnd Advisors first reported a position in XLE in Q1 2020 and has held it in 21 quarters since. The position peaked at $50.5M in Q1 2021. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WestEnd Advisors held 971 shares of State Street Energy Select Sector SPDR ETF worth $51.6K as of Q2 2026.
WestEnd Advisors bought 150 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.58K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #61 holding.
WestEnd Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 21 quarters since.
WestEnd Advisors's State Street Energy Select Sector SPDR ETF position peaked at $50.5M in Q1 2021.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.