Advance Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$496K Buy
9,331
+184
+2% +$10.5K 0.02% 119
2026
Q1
$560K Buy
9,147
+14
+0.2% +$751 0.02% 100
2025
Q4
$408K Buy
9,133
+261
+3% +$11.6K 0.02% 113
2025
Q3
$396K Sell
8,872
-28
-0.3% -$1.23K 0.02% 118
2025
Q2
$377K Sell
8,900
-1,638
-16% -$68.2K 0.02% 115
2025
Q1
$492K Buy
10,538
+118
+1% +$5.32K 0.02% 101
2024
Q4
$446K Buy
10,420
+400
+4% +$18.2K 0.02% 97
2024
Q3
$440K Sell
10,020
-1,612
-14% -$72.1K 0.02% 94
2024
Q2
$530K Buy
11,632
+3,102
+36% +$144K 0.03% 84
2024
Q1
$403K Buy
8,530
+1,494
+21% +$64.2K 0.03% 96
2023
Q4
$295K Buy
7,036
+486
+7% +$20.8K 0.02% 96
2023
Q3
$296K Sell
6,550
-126
-2% -$5.51K 0.03% 92
2023
Q2
$271K Buy
+6,676
New +$272K 0.03% 97

Other funds holding XLE

Advance Capital Management's XLE Position: Q2 2026 in Review

Advance Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, buying an estimated $10.5K and bringing the position to 9,331 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #119.

Advance Capital Management first reported a position in XLE in Q2 2023 and has held it in 13 quarters since. The position peaked at $560K in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Advance Capital Management held 9,331 shares of State Street Energy Select Sector SPDR ETF worth $496K as of Q2 2026.
  • Advance Capital Management bought 184 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #119 holding.
  • Advance Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Advance Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $560K in Q1 2026.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.