Westside Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Westside Investment Management’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	$3.15M	Buy	59,294 +234	+0.4%	+$13.4K	0.41%	62
2026 Q1	$3.6M	Buy	59,060 +2,936	+5%	+$157K	0.55%	45
2025 Q4	$2.52M	Buy	56,124 +1,518	+3%	+$67.6K	0.4%	62
2025 Q3	$2.44M	Sell	54,606 -1,128	-2%	-$49.4K	0.39%	61
2025 Q2	$2.37M	Buy	55,734 +1,944	+4%	+$81K	0.44%	58
2025 Q1	$2.52M	Buy	53,790 +26,314	+96%	+$1.19M	0.54%	51
2024 Q4	$1.18M	Buy	27,476 +1,324	+5%	+$60.2K	0.25%	101
2024 Q3	$1.15M	Buy	26,152 +5,646	+28%	+$252K	0.25%	104
2024 Q2	$935K	Buy	20,506 +896	+5%	+$41.7K	0.21%	114
2024 Q1	$926K	Buy	19,610 +5,678	+41%	+$244K	0.22%	111
2023 Q4	$584K	Buy	13,932 +214	+2%	+$9.15K	0.15%	131
2023 Q3	$620K	Buy	13,718 +760	+6%	+$33.3K	0.18%	121
2023 Q2	$526K	Sell	12,958 -8,220	-39%	-$335K	0.15%	130
2023 Q1	$877K	Buy	21,178 +372	+2%	+$15.9K	0.26%	96
2022 Q4	$5.13K	Buy	20,806 +258	+1%	+$11.2K	0.01%	214
2022 Q3	$739	Buy	20,548 +4,086	+25%	+$155K	﹤0.01%	276
2022 Q2	$588	Buy	16,462 +8,146	+98%	+$327K	﹤0.01%	277
2022 Q1	$317	Buy	8,316 +3,798	+84%	+$132K	﹤0.01%	306
2021 Q4	$125	Buy	4,518 +702	+18%	+$19.8K	﹤0.01%	331
2021 Q3	$99	Hold	3,816	–	–	﹤0.01%	343
2021 Q2	$102	Hold	3,816	–	–	﹤0.01%	336
2021 Q1	$93	Buy	3,816 +1,650	+76%	+$38.1K	﹤0.01%	337
2020 Q4	$41	Sell	2,166 -31,414	-94%	-$541K	﹤0.01%	361
2020 Q3	$69.3K	Buy	33,580 +8,986	+37%	+$160K	0.03%	76
2020 Q2	$68.5K	Sell	24,594 -1,226	-5%	-$22.8K	0.04%	62
2020 Q1	$60.3K	Buy	+25,820	New	+$612K	0.04%	73
2019 Q2	$1.17K	Buy	+36,662	New	+$1.17M	﹤0.01%	110
2018 Q4	$2.01M	Sell	69,972 -11,562	-14%	-$387K	0.73%	22
2018 Q3	$3.13M	Sell	81,534 -6,578	-7%	-$247K	1%	10
2018 Q2	$3.3M	Sell	88,112 -6,928	-7%	-$257K	1.16%	9
2018 Q1	$3.14M	Sell	95,040 -5,242	-5%	-$186K	1.72%	10
2017 Q4	$3.78M	Sell	100,282 -744	-0.7%	-$25.6K	2.05%	7
2017 Q3	$3.45M	Buy	101,026 +37,340	+59%	+$1.21M	2.08%	7
2017 Q2	$2.04M	Buy	63,686 +7,596	+14%	+$255K	1.33%	12
2017 Q1	$1.97M	Buy	56,090 +16,594	+42%	+$600K	0.94%	11
2016 Q4	$1.48M	Buy	+39,496	New	+$1.43M	1.01%	12

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Westside Investment Management's XLE Position: Q2 2026 in Review

Westside Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 59,294 shares worth $3.15M. The position accounts for 0.41% of the portfolio, ranked #62.

Westside Investment Management first reported a position in XLE in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.78M in Q4 2017. 840 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Westside Investment Management held 59,294 shares of State Street Energy Select Sector SPDR ETF worth $3.15M as of Q2 2026.
Westside Investment Management bought 234 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
State Street Energy Select Sector SPDR ETF made up 0.41% of Westside Investment Management's portfolio in Q2 2026, its #62 holding.
Westside Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
Westside Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $3.78M in Q4 2017.
840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.