WP Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WP Advisors’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	$580K	Sell	10,925 -5,832	-35%	-$333K	0.14%	72
2026 Q1	$1.03M	Buy	+16,757	New	+$899K	0.27%	55
2025 Q1	–	Sell	-44,762	Closed	-$1.92M	–	114
2024 Q4	$1.92M	Buy	+44,762	New	+$2.03M	0.64%	31
2021 Q2	–	Sell	-277,534	Closed	-$6.81M	–	106
2021 Q1	$6.81M	Buy	277,534 +22,066	+9%	+$509K	2.94%	8
2020 Q4	$4.84M	Buy	255,468 +38,062	+18%	+$656K	2.34%	13
2020 Q3	$3.26M	Buy	217,406 +26,776	+14%	+$475K	1.96%	11
2020 Q2	$3.61M	Buy	+190,630	New	+$3.54M	2.54%	8
2020 Q1	–	Sell	-93,326	Closed	-$2.8M	–	67
2019 Q4	$2.8M	Buy	93,326 +26,132	+39%	+$775K	2.89%	9
2019 Q3	$1.99M	Sell	67,194 -14,658	-18%	-$443K	2.28%	15
2019 Q2	$2.61M	Sell	81,852 -3,668	-4%	-$117K	2.91%	9
2019 Q1	$28.3K	Sell	85,520 -474	-0.6%	-$15.2K	3.08%	8
2018 Q4	$2.47M	Sell	85,994 -6,076	-7%	-$203K	2.43%	14
2018 Q3	$3.49M	Sell	92,070 -9,110	-9%	-$342K	3.25%	7
2018 Q2	$3.84M	Buy	101,180 +26	+0%	+$966	3.63%	6
2018 Q1	$3.41M	Sell	101,154 -1,936	-2%	-$68.5K	3.68%	9
2017 Q4	$3.73M	Sell	103,090 -3,526	-3%	-$121K	3.61%	9
2017 Q3	$3.65M	Buy	106,616 +5,498	+5%	+$179K	2.76%	12
2017 Q2	$3.28M	Buy	101,118 +7,778	+8%	+$261K	2.38%	12
2017 Q1	$3.26M	Buy	93,340 +4,994	+6%	+$181K	2.05%	13
2016 Q4	$3.33M	Buy	+88,346	New	+$3.19M	2.32%	11

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

WP Advisors's XLE Position: Q2 2026 in Review

WP Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 35% in Q2 2026, selling an estimated $333K and leaving 10,925 shares worth $580K. The position accounts for 0.14% of the portfolio, ranked #72.

WP Advisors first reported a position in XLE in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.81M in Q1 2021. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WP Advisors held 10,925 shares of State Street Energy Select Sector SPDR ETF worth $580K as of Q2 2026.
WP Advisors sold 5,832 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $333K.
State Street Energy Select Sector SPDR ETF made up 0.14% of WP Advisors's portfolio in Q2 2026, its #72 holding.
WP Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 20 quarters since.
WP Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.81M in Q1 2021.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.