Wood Tarver Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wood Tarver Financial Group’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	$945K	Sell	17,793 -124	-0.7%	-$7.09K	0.22%	66
2026 Q1	$1.1M	Buy	17,917 +17	+0.1%	+$912	0.3%	52
2025 Q4	$800K	Buy	17,900 +4	+0%	+$178	0.22%	66
2025 Q3	$799K	Sell	17,896 -992	-5%	-$43.4K	0.24%	64
2025 Q2	$800K	Sell	18,888 -200	-1%	-$8.33K	0.24%	60
2025 Q1	$892K	Sell	19,088 -700	-4%	-$31.6K	0.29%	53
2024 Q4	$847K	Buy	+19,788	New	+$899K	0.28%	55

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

Wood Tarver Financial Group's XLE Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.69% in Q2 2026, selling an estimated $7.09K and leaving 17,793 shares worth $945K. The position accounts for 0.22% of the portfolio, ranked #66.

Wood Tarver Financial Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wood Tarver Financial Group held 17,793 shares of State Street Energy Select Sector SPDR ETF worth $945K as of Q2 2026.
Wood Tarver Financial Group sold 124 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.09K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Wood Tarver Financial Group's portfolio in Q2 2026, its #66 holding.
Wood Tarver Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $1.1M 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 Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.