Woodmont Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Woodmont Investment Counsel’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	$1M	Sell	18,861 -179	-0.9%	-$10.2K	0.05%	138
2026 Q1	$1.17M	Sell	19,040 -1,568	-8%	-$84.1K	0.07%	124
2025 Q4	$921K	Hold	20,608	–	–	0.06%	141
2025 Q3	$921K	Sell	20,608 -572	-3%	-$25K	0.06%	138
2025 Q2	$898K	Buy	21,180 +2,878	+16%	+$120K	0.06%	153
2025 Q1	$855K	Sell	18,302 -42	-0.2%	-$1.89K	0.06%	151
2024 Q4	$786K	Sell	18,344 -34	-0.2%	-$1.54K	0.06%	151
2024 Q3	$807K	Hold	18,378	–	–	0.06%	148
2024 Q2	$838K	Buy	18,378 +16	+0.1%	+$745	0.07%	142
2024 Q1	$867K	Hold	18,362	–	–	0.07%	150
2023 Q4	$770K	Hold	18,362	–	–	0.07%	148
2023 Q3	$830K	Buy	18,362 +4	+0%	+$175	0.09%	139
2023 Q2	$745K	Buy	18,358 +440	+2%	+$17.9K	0.08%	147
2023 Q1	$742K	Buy	17,918 +1,374	+8%	+$58.7K	0.08%	146
2022 Q4	$724K	Buy	16,544 +238	+1%	+$10.4K	0.08%	147
2022 Q3	$587K	Buy	16,306 +4	+0%	+$151	0.07%	159
2022 Q2	$583K	Sell	16,302 -210	-1%	-$8.43K	0.07%	165
2022 Q1	$631K	Hold	16,512	–	–	0.07%	167
2021 Q4	$458K	Hold	16,512	–	–	0.06%	157
2021 Q3	$430K	Buy	16,512 +572	+4%	+$14.2K	0.06%	156
2021 Q2	$429K	Buy	+15,940	New	+$415K	0.07%	145
2020 Q4	–	Sell	-32,954	Closed	-$493K	–	187
2020 Q3	$493K	Sell	32,954 -21,436	-39%	-$381K	0.11%	126
2020 Q2	$1.03M	Buy	54,390 +24,490	+82%	+$455K	0.25%	84
2020 Q1	$434K	Sell	29,900 -83,784	-74%	-$1.99M	0.12%	120
2019 Q4	$3.41M	Buy	113,684 +73,764	+185%	+$2.19M	0.77%	37
2019 Q3	$1.18M	Sell	39,920 -13,670	-26%	-$414K	0.29%	81
2019 Q2	$1.71M	Buy	53,590 +9,550	+22%	+$306K	0.42%	65
2019 Q1	$1.46M	Sell	44,040 -23,610	-35%	-$758K	0.38%	70
2018 Q4	$1.94M	Buy	67,650 +36,880	+120%	+$1.23M	0.55%	55
2018 Q3	$1.17M	Sell	30,770 -1,180	-4%	-$44.2K	0.32%	79
2018 Q2	$1.21M	Sell	31,950 -16,470	-34%	-$612K	0.33%	77
2018 Q1	$1.63M	Buy	48,420 +10,930	+29%	+$387K	0.45%	61
2017 Q4	$1.35M	Sell	37,490 -3,000	-7%	-$103K	0.35%	76
2017 Q3	$1.39M	Buy	40,490 +26,250	+184%	+$854K	0.38%	75
2017 Q2	$462K	Sell	14,240 -1,100	-7%	-$37K	0.13%	131
2017 Q1	$578K	Hold	15,340	–	–	0.17%	122
2016 Q4	$578K	Sell	15,340 -250	-2%	-$9.04K	0.17%	125
2016 Q3	$550K	Sell	15,590 -1,800	-10%	-$61.7K	0.16%	128
2016 Q2	$593K	Sell	17,390 -1,920	-10%	-$63.4K	0.18%	128
2016 Q1	$598K	Sell	19,310 -350	-2%	-$10.2K	0.18%	119
2015 Q4	$593K	Sell	19,660 -34,824	-64%	-$1.15M	0.17%	126
2015 Q3	$1.67M	Buy	54,484 +53,570	+5,861%	+$1.81M	0.51%	61
2015 Q2	$34K	Buy	+914	New	+$36.3K	0.01%	303

Other funds holding XLE

SCB

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

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Woodmont Investment Counsel's XLE Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.94% in Q2 2026, selling an estimated $10.2K and leaving 18,861 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #138.

Woodmont Investment Counsel first reported a position in XLE in Q2 2015 and has held it in 43 quarters since. The position peaked at $3.41M in Q4 2019. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Woodmont Investment Counsel held 18,861 shares of State Street Energy Select Sector SPDR ETF worth $1M as of Q2 2026.
Woodmont Investment Counsel sold 179 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.2K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #138 holding.
Woodmont Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 43 quarters since.
Woodmont Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $3.41M in Q4 2019.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.