Winch Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Winch Advisory Services’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	$166K	Buy	3,131 +22	+0.7%	+$1.26K	0.03%	117
2026 Q1	$190K	Sell	3,109 -39	-1%	-$2.09K	0.04%	102
2025 Q4	$141K	Sell	3,148 -28	-0.9%	-$1.25K	0.03%	110
2025 Q3	$142K	Buy	3,176 +26	+0.8%	+$1.14K	0.03%	112
2025 Q2	$134K	Buy	3,150 +26	+0.8%	+$1.08K	0.03%	108
2025 Q1	$146K	Sell	3,124 -142	-4%	-$6.4K	0.04%	101
2024 Q4	$140K	Sell	3,266 -476	-13%	-$21.6K	0.04%	103
2024 Q3	$164K	Sell	3,742 -26	-0.7%	-$1.16K	0.05%	97
2024 Q2	$172K	Sell	3,768 -306	-8%	-$14.3K	0.05%	91
2024 Q1	$192K	Sell	4,074 -320	-7%	-$13.7K	0.06%	83
2023 Q4	$184K	Sell	4,394 -46	-1%	-$1.97K	0.06%	82
2023 Q3	$201K	Sell	4,440 -114	-3%	-$4.99K	0.07%	75
2023 Q2	$185K	Buy	4,554 +222	+5%	+$9.04K	0.07%	79
2023 Q1	$179K	Buy	4,332 +162	+4%	+$6.93K	0.07%	79
2022 Q4	$182K	Buy	4,170 +900	+28%	+$39.2K	0.08%	77
2022 Q3	$118K	Buy	3,270 +6	+0.2%	+$227	0.05%	87
2022 Q2	$117K	Buy	3,264 +98	+3%	+$3.93K	0.05%	91
2022 Q1	$121K	Buy	3,166 +148	+5%	+$5.13K	0.04%	91
2021 Q4	$84K	Buy	3,018 +184	+6%	+$5.2K	0.03%	101
2021 Q3	$74K	Buy	2,834 +8	+0.3%	+$198	0.03%	106
2021 Q2	$76K	Sell	2,826 -119,822	-98%	-$3.12M	0.03%	106
2021 Q1	$3.01M	Buy	122,648 +1,872	+2%	+$43.2K	1.21%	24
2020 Q4	$2.29M	Buy	120,776 +118,222	+4,629%	+$2.04M	0.95%	26
2020 Q3	$38K	Sell	2,554 -20	-0.8%	-$355	0.02%	106
2020 Q2	$49K	Buy	2,574 +14	+0.5%	+$260	0.02%	92
2020 Q1	$37K	Buy	2,560 +46	+2%	+$1.09K	0.02%	100
2019 Q4	$75K	Sell	2,514 -2,470	-50%	-$73.2K	0.04%	91
2019 Q3	$148K	Sell	4,984 -54	-1%	-$1.63K	0.08%	67
2019 Q2	$160K	Sell	5,038 -180	-3%	-$5.76K	0.08%	66
2019 Q1	$172K	Buy	5,218 +800	+18%	+$25.7K	0.1%	74
2018 Q4	$127K	Buy	4,418 +80	+2%	+$2.68K	0.07%	72
2018 Q3	$164K	Buy	4,338 +836	+24%	+$31.3K	0.08%	76
2018 Q2	$133K	Buy	3,502 +1,662	+90%	+$61.8K	0.07%	80
2018 Q1	$62K	Hold	1,840	–	–	0.04%	104
2017 Q4	$66K	Hold	1,840	–	–	0.04%	89
2017 Q3	$64K	Sell	1,840 -10,314	-85%	-$336K	0.04%	82
2017 Q2	$395K	Sell	12,154 -182	-1%	-$6.12K	0.25%	54
2017 Q1	$431K	Buy	12,336 +4,056	+49%	+$147K	0.27%	54
2016 Q4	$312K	Buy	8,280 +5,186	+168%	+$188K	0.21%	57
2016 Q3	$109K	Sell	3,094 -40	-1%	-$1.37K	0.09%	76
2016 Q2	$107K	Buy	+3,134	New	+$103K	0.13%	55
2015 Q3	–	Sell	-62	Closed	-$2K	–	293
2015 Q2	$2K	Hold	62	–	–	﹤0.01%	256
2015 Q1	$2K	Buy	+62	New	+$2.4K	﹤0.01%	284
2014 Q2	–	Sell	-36,818	Closed	-$1.64M	–	295
2014 Q1	$1.64M	Buy	+36,818	New	+$1.59M	1.04%	27

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

Winch Advisory Services's XLE Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.71% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,131 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #117.

Winch Advisory Services first reported a position in XLE in Q1 2014 and has held it in 44 quarters since. The position peaked at $3.01M in Q1 2021. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Winch Advisory Services held 3,131 shares of State Street Energy Select Sector SPDR ETF worth $166K as of Q2 2026.
Winch Advisory Services bought 22 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.26K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #117 holding.
Winch Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 44 quarters since.
Winch Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $3.01M in Q1 2021.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.