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
2018 Q2	–	Sell	-180	Closed	-$4.46K	–	853
2018 Q1	$4.46K	Sell	180 -170	-49%	-$6.02K	﹤0.01%	681
2017 Q4	$175	Buy	350 +70	+25%	+$2.41K	﹤0.01%	832
2017 Q3	$840	Sell	280 -190	-40%	-$6.18K	﹤0.01%	789
2017 Q2	$2.87K	Buy	+470	New	+$15.8K	﹤0.01%	719

Other funds holding XLE

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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. 849 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.
849 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.