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

Wetzel Investment 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	$308K	Sell	5,801 -114	-2%	-$6.52K	0.11%	100
2026 Q1	$362K	Buy	5,915 +1	+0%	+$54	0.14%	89
2025 Q4	$264K	Buy	5,914 +12	+0.2%	+$534	0.11%	110
2025 Q3	$264K	Sell	5,902 -134	-2%	-$5.87K	0.11%	103
2025 Q2	$256K	Sell	6,036 -548	-8%	-$22.8K	0.12%	103
2025 Q1	$308K	Sell	6,584 -108	-2%	-$4.87K	0.16%	95
2024 Q4	$287K	Buy	6,692 +36	+0.5%	+$1.64K	0.14%	99
2024 Q3	$292K	Sell	6,656 -4,282	-39%	-$191K	0.15%	96
2024 Q2	$516K	Hold	10,938	–	–	0.3%	60
2024 Q1	$513K	Sell	10,938 -70	-0.6%	-$3.01K	0.3%	59
2023 Q4	$461K	Buy	+11,008	New	+$471K	0.28%	58

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

Wetzel Investment Advisors's XLE Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, selling an estimated $6.52K and leaving 5,801 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #100.

Wetzel Investment Advisors first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q2 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wetzel Investment Advisors held 5,801 shares of State Street Energy Select Sector SPDR ETF worth $308K as of Q2 2026.
Wetzel Investment Advisors sold 114 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.52K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #100 holding.
Wetzel Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $516K in Q2 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.