Advisor Resource Council’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advisor Resource Council’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	$1.14M	Sell	21,386 -565	-3%	-$32.3K	0.32%	57
2026 Q1	$1.34M	Buy	21,951 +5,992	+38%	+$321K	0.44%	34
2025 Q4	$795K	Buy	+15,959	New	+$711K	0.28%	81
2025 Q3	–	Sell	-8,670	Closed	-$368K	–	188
2025 Q2	$368K	Sell	8,670 -236,086	-96%	-$9.83M	0.14%	111
2025 Q1	$11.1M	Buy	+244,756	New	+$11M	0.89%	20
2024 Q4	–	Sell	-39,330	Closed	-$1.73M	–	279
2024 Q3	$1.73M	Sell	39,330 -2,910	-7%	-$130K	0.78%	26
2024 Q2	$33.8K	Sell	42,240 -7,468	-15%	-$348K	0.06%	30
2024 Q1	$2.09M	Sell	49,708 -295,906	-86%	-$12.7M	0.88%	20
2023 Q4	$14.5M	Buy	345,614 +301,384	+681%	+$12.9M	1.69%	7
2023 Q3	$2M	Sell	44,230 -10,264	-19%	-$449K	1.03%	15
2023 Q2	$2.21M	Sell	54,494 -49,740	-48%	-$2.03M	1%	16
2023 Q1	$4.51M	Buy	104,234 +65,700	+170%	+$2.81M	1.13%	16
2022 Q4	$1.69M	Buy	38,534 +10,742	+39%	+$468K	0.82%	18
2022 Q3	$1M	Sell	27,792 -773,502	-97%	-$29.3M	0.68%	37
2022 Q2	$28.6M	Buy	801,294 +600,228	+299%	+$24.1M	2.66%	2
2022 Q1	$7.68M	Sell	201,066 -650,078	-76%	-$22.5M	2.31%	3
2021 Q4	$23.6M	Buy	851,144 +646,178	+315%	+$18.3M	1.84%	7
2021 Q3	$5.34M	Sell	204,966 -368,790	-64%	-$9.14M	1.62%	9
2021 Q2	$15.5M	Buy	+573,756	New	+$14.9M	1.61%	7

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

Advisor Resource Council's XLE Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, selling an estimated $32.3K and leaving 21,386 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #57.

Advisor Resource Council first reported a position in XLE in Q2 2021 and has held it in 19 quarters since. The position peaked at $28.6M in Q2 2022. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Advisor Resource Council held 21,386 shares of State Street Energy Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Advisor Resource Council sold 565 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $32.3K.
State Street Energy Select Sector SPDR ETF made up 0.32% of Advisor Resource Council's portfolio in Q2 2026, its #57 holding.
Advisor Resource Council first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Advisor Resource Council's State Street Energy Select Sector SPDR ETF position peaked at $28.6M in Q2 2022.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.