Wulff, Hansen & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wulff, Hansen & Co’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	$560K	Hold	10,540	–	–	0.43%	60
2026 Q1	$646K	Hold	10,540	–	–	0.66%	49
2025 Q4	$471K	Sell	10,540 -760	-7%	-$33.8K	0.4%	60
2025 Q3	$505K	Hold	11,300	–	–	0.43%	56
2025 Q2	$479K	Hold	11,300	–	–	0.41%	62
2025 Q1	$528K	Hold	11,300	–	–	0.48%	58
2024 Q4	$484K	Hold	11,300	–	–	0.46%	56
2024 Q3	$496K	Hold	11,300	–	–	0.45%	57
2024 Q2	$515K	Hold	11,300	–	–	0.51%	53
2024 Q1	$533K	Hold	11,300	–	–	0.53%	52
2023 Q4	$474K	Sell	11,300 -200	-2%	-$8.55K	0.53%	51
2023 Q3	$520K	Hold	11,500	–	–	0.61%	48
2023 Q2	$467K	Hold	11,500	–	–	0.52%	53
2023 Q1	$476K	Hold	11,500	–	–	0.54%	55
2022 Q4	$503K	Hold	11,500	–	–	0.61%	47
2022 Q3	$514K	Hold	11,500	–	–	0.64%	50
2022 Q2	$411K	Hold	11,500	–	–	0.47%	57
2022 Q1	$440K	Hold	11,500	–	–	0.42%	61
2021 Q4	$319K	Buy	+11,500	New	+$325K	0.28%	73

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

Wulff, Hansen & Co's XLE Position: Q2 2026 in Review

Wulff, Hansen & Co held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 10,540 shares worth $560K. The position accounts for 0.43% of the portfolio, ranked #60.

Wulff, Hansen & Co first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wulff, Hansen & Co held 10,540 shares of State Street Energy Select Sector SPDR ETF worth $560K as of Q2 2026.
Wulff, Hansen & Co left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.43% of Wulff, Hansen & Co's portfolio in Q2 2026, its #60 holding.
Wulff, Hansen & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Wulff, Hansen & Co's State Street Energy Select Sector SPDR ETF position peaked at $646K 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 Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.