Advanced Asset Management Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advanced Asset Management 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	$2.66K	Hold	50	–	–	﹤0.01%	81
2026 Q1	$3.06K	Hold	50	–	–	﹤0.01%	76
2025 Q4	$2.24K	Hold	50	–	–	﹤0.01%	78
2025 Q3	$2.23K	Sell	50 -20	-29%	-$876	﹤0.01%	83
2025 Q2	$2.97K	Buy	70 +10	+17%	+$416	﹤0.01%	83
2025 Q1	$2.8K	Hold	60	–	–	﹤0.01%	82
2024 Q4	$2.57K	Buy	60 +20	+50%	+$909	﹤0.01%	82
2024 Q3	$1.82K	Hold	40	–	–	﹤0.01%	84
2024 Q2	$1.82K	Hold	40	–	–	﹤0.01%	85
2024 Q1	$1.89K	Buy	40 +10	+33%	+$430	﹤0.01%	91
2023 Q4	$1.26K	Buy	+30	New	+$1.28K	﹤0.01%	93
2022 Q3	–	Sell	-198	Closed	-$7K	–	92
2022 Q2	$7K	Hold	198	–	–	﹤0.01%	85
2022 Q1	$8K	Buy	+198	New	+$6.86K	﹤0.01%	83

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

Advanced Asset Management Advisors's XLE Position: Q2 2026 in Review

Advanced Asset Management Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 50 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #81.

Advanced Asset Management Advisors first reported a position in XLE in Q1 2022 and has held it in 13 quarters since. The position peaked at $8K in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Advanced Asset Management Advisors held 50 shares of State Street Energy Select Sector SPDR ETF worth $2.66K as of Q2 2026.
Advanced Asset Management Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #81 holding.
Advanced Asset Management Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Advanced Asset Management Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8K in Q1 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.