Wilson & Boucher Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wilson & Boucher Capital 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	$1.32M	Sell	24,903 -399	-2%	-$22.8K	0.78%	36
2026 Q1	$1.55M	Buy	25,302 +100	+0.4%	+$5.36K	1.03%	26
2025 Q4	$1.13M	Sell	25,202 -200	-0.8%	-$8.91K	0.74%	39
2025 Q3	$1.13M	Sell	25,402 -398	-2%	-$17.4K	0.75%	37
2025 Q2	$1.09M	Sell	25,800 -400	-2%	-$16.7K	0.76%	35
2025 Q1	$1.22M	Buy	26,200 +2,060	+9%	+$92.9K	0.91%	32
2024 Q4	$1.03M	Sell	24,140 -398	-2%	-$18.1K	0.73%	39
2024 Q3	$1.08M	Sell	24,538 -400	-2%	-$17.9K	0.74%	39
2024 Q2	$1.14M	Buy	24,938 +438	+2%	+$20.4K	0.87%	34
2024 Q1	$1.16M	Sell	24,500 -300	-1%	-$12.9K	0.91%	32
2023 Q4	$1.04M	Buy	24,800 +402	+2%	+$17.2K	0.88%	32
2023 Q3	$1.1M	Hold	24,398	–	–	1.05%	27
2023 Q2	$990K	Sell	24,398 -560	-2%	-$22.8K	0.89%	33
2023 Q1	$1.03M	Buy	24,958 +3,862	+18%	+$165K	0.99%	32
2022 Q4	$923K	Buy	21,096 +538	+3%	+$23.4K	0.95%	36
2022 Q3	$740K	Buy	20,558 +622	+3%	+$23.5K	0.86%	41
2022 Q2	$713K	Buy	19,936 +310	+2%	+$12.4K	0.78%	43
2022 Q1	$750K	Buy	19,626 +4,108	+26%	+$142K	0.68%	49
2021 Q4	$431K	Buy	+15,518	New	+$438K	0.39%	72

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 22.9% 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

Wilson & Boucher Capital Management's XLE Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q2 2026, selling an estimated $22.8K and leaving 24,903 shares worth $1.32M. The position accounts for 0.78% of the portfolio, ranked #36.

Wilson & Boucher Capital Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wilson & Boucher Capital Management held 24,903 shares of State Street Energy Select Sector SPDR ETF worth $1.32M as of Q2 2026.
Wilson & Boucher Capital Management sold 399 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.8K.
State Street Energy Select Sector SPDR ETF made up 0.78% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #36 holding.
Wilson & Boucher Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Wilson & Boucher Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.55M in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.