WFA of San Diego’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-2,700
Closed -$165K – 384
2026
Q1
$165K Sell
2,700
-800
-23% -$42.9K 0.13% 96
2025
Q4
$156K Hold
3,500
– – 0.11% 107
2025
Q3
$156K Hold
3,500
– – 0.11% 111
2025
Q2
$148K Buy
+3,500
New +$146K 0.11% 110
2024
Q3
$81.2K Hold
1,850
– – 0.07% 142
2024
Q2
$84.3K Buy
+1,850
New +$86.2K 0.08% 133
2023
Q3
$83.6K Hold
1,850
– – 0.09% 129
2023
Q2
$75.1K Buy
+1,850
New +$75.4K 0.07% 137
2023
Q1
– Sell
-4,020
Closed -$176K – 441
2022
Q4
$176K Buy
+4,020
New +$175K 0.13% 94
2022
Q3
– Sell
-2,574
Closed -$92K – 405
2022
Q2
$92K Buy
+2,574
New +$103K 0.08% 120
2022
Q1
– Sell
-4,040
Closed -$112K – 167
2021
Q4
$112K Buy
+4,040
New +$114K 0.07% 159
2020
Q3
– Sell
-55,618
Closed -$1.67M – 249
2020
Q2
$1.67M Buy
+55,618
New +$1.03M 0.39% 59

Other funds holding XLE

WFA of San Diego's XLE Position: Q2 2026 in Review

WFA of San Diego sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 2,700 shares — an estimated $165K sold.

WFA of San Diego first reported a position in XLE in Q2 2020 and held it in 12 quarters. The position peaked at $1.67M in Q2 2020. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • WFA of San Diego reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 2,700 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $165K.
  • WFA of San Diego first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 12 quarters.
  • WFA of San Diego's State Street Energy Select Sector SPDR ETF position peaked at $1.67M in Q2 2020.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.