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

Aaron Wealth 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	$294K	Buy	5,534 +150	+3%	+$8.58K	0.01%	580
2026 Q1	$330K	Sell	5,384 -14	-0.3%	-$751	0.02%	523
2025 Q4	$241K	Hold	5,398	–	–	0.01%	621
2025 Q3	$241K	Hold	5,398	–	–	0.01%	584
2025 Q2	$229K	Hold	5,398	–	–	0.02%	431
2025 Q1	$252K	Hold	5,398	–	–	0.03%	375
2024 Q4	$231K	Sell	5,398 -112	-2%	-$5.09K	0.03%	394
2024 Q3	$242K	Buy	5,510 +198	+4%	+$8.85K	0.03%	362
2024 Q2	$242K	Hold	5,312	–	–	0.03%	272
2024 Q1	$251K	Hold	5,312	–	–	0.04%	250
2023 Q4	$223K	Hold	5,312	–	–	0.04%	230
2023 Q3	$240K	Hold	5,312	–	–	0.03%	222
2023 Q2	$216K	Hold	5,312	–	–	0.03%	239
2023 Q1	$220K	Sell	5,312 -2,616	-33%	-$112K	0.03%	234
2022 Q4	$347K	Buy	+7,928	New	+$345K	0.05%	182
2022 Q2	–	Sell	-110,072	Closed	-$720K	–	859
2022 Q1	$720K	Buy	+110,072	New	+$3.81M	0.01%	422

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

Aaron Wealth Advisors's XLE Position: Q2 2026 in Review

Aaron Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, buying an estimated $8.58K and bringing the position to 5,534 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #580.

Aaron Wealth Advisors first reported a position in XLE in Q1 2022 and has held it in 16 quarters since. The position peaked at $720K in Q1 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aaron Wealth Advisors held 5,534 shares of State Street Energy Select Sector SPDR ETF worth $294K as of Q2 2026.
Aaron Wealth Advisors bought 150 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.58K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #580 holding.
Aaron Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
Aaron Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $720K in Q1 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.