Acorn Financial Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Acorn Financial Advisory Services’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	$19.2M	Buy	360,834 +18,767	+5%	+$1.07M	2.54%	12
2026 Q1	$21M	Buy	342,067 +335,426	+5,051%	+$18M	2.87%	11
2025 Q4	$297K	Buy	6,641 +735	+12%	+$32.7K	0.04%	164
2025 Q3	$264K	Buy	+5,906	New	+$259K	0.04%	175

Other funds holding XLE

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acorn Financial Advisory Services's XLE Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q2 2026, buying an estimated $1.07M and bringing the position to 360,834 shares worth $19.2M. The position accounts for 2.54% of the portfolio, ranked #12.

Acorn Financial Advisory Services first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $21M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Acorn Financial Advisory Services held 360,834 shares of State Street Energy Select Sector SPDR ETF worth $19.2M as of Q2 2026.
Acorn Financial Advisory Services bought 18,767 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
State Street Energy Select Sector SPDR ETF made up 2.54% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #12 holding.
Acorn Financial Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Acorn Financial Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $21M in Q1 2026.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.