Woodard & Company Asset Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Woodard & Company Asset Management 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
2025 Q2	–	Sell	-8,800	Closed	-$411K	–	149
2025 Q1	$411K	Buy	+8,800	New	+$397K	0.09%	80

Other funds holding XLE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Woodard & Company Asset Management Group's XLE Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, selling an estimated $6.06K and leaving 328 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Woodard & Company Asset Management Group first reported a position in XLE in Q1 2025 and has held it in 4 quarters since. The position peaked at $31.7K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Woodard & Company Asset Management Group held 328 shares of State Street Energy Select Sector SPDR ETF worth $17.4K as of Q2 2026.
Woodard & Company Asset Management Group sold 106 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.06K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #146 holding.
Woodard & Company Asset Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
Woodard & Company Asset Management Group's State Street Energy Select Sector SPDR ETF position peaked at $31.7K in Q1 2025.
1,635 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.