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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Advisor Resource Council's XLE Position: Q1 2026 in Review

Advisor Resource Council increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q1 2026, buying an estimated $321K and bringing the position to 21,951 shares worth $1.34M. The position accounts for 0.44% of the portfolio, ranked #34.

Advisor Resource Council first reported a position in XLE in Q2 2021 and has held it in 18 quarters since. The position peaked at $28.6M in Q2 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Advisor Resource Council held 21,951 shares of State Street Energy Select Sector SPDR ETF worth $1.34M as of Q1 2026.
Advisor Resource Council bought 5,992 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $321K.
State Street Energy Select Sector SPDR ETF made up 0.44% of Advisor Resource Council's portfolio in Q1 2026, its #34 holding.
Advisor Resource Council first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's State Street Energy Select Sector SPDR ETF position peaked at $28.6M in Q2 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.