Advisornet Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advisornet Financial’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	$931K	Buy	17,530 +2,200	+14%	+$126K	0.04%	284
2026 Q1	$939K	Buy	15,330 +1,641	+12%	+$88K	0.05%	265
2025 Q4	$612K	Buy	13,689 +497	+4%	+$22.1K	0.03%	350
2025 Q3	$589K	Sell	13,192 -4,018	-23%	-$176K	0.03%	344
2025 Q2	$730K	Buy	17,210 +452	+3%	+$18.8K	0.05%	295
2025 Q1	$783K	Buy	16,758 +1,980	+13%	+$89.3K	0.06%	263
2024 Q4	$633K	Sell	14,778 -1,168	-7%	-$53.1K	0.05%	266
2024 Q3	$700K	Buy	15,946 +3,202	+25%	+$143K	0.05%	270
2024 Q2	$581K	Buy	12,744 +1,046	+9%	+$48.7K	0.05%	275
2024 Q1	$552K	Sell	11,698 -474	-4%	-$20.4K	0.05%	287
2023 Q4	$510K	Sell	12,172 -55,642	-82%	-$2.38M	0.05%	315
2023 Q3	$3.06M	Buy	67,814 +56,672	+509%	+$2.48M	0.28%	88
2023 Q2	$452K	Sell	11,142 -1,850	-14%	-$75.4K	0.04%	323
2023 Q1	$538K	Sell	12,992 -52,818	-80%	-$2.26M	0.05%	288
2022 Q4	$2.88M	Buy	65,810 +50,662	+334%	+$2.21M	0.28%	83
2022 Q3	$545K	Sell	15,148 -11,798	-44%	-$446K	0.05%	301
2022 Q2	$963K	Sell	26,946 -21,712	-45%	-$871K	0.09%	214
2022 Q1	$1.86M	Sell	48,658 -23,466	-33%	-$813K	0.12%	169
2021 Q4	$2M	Buy	72,124 +82	+0.1%	+$2.32K	0.12%	158
2021 Q3	$1.88M	Buy	72,042 +4,030	+6%	+$99.8K	0.13%	150
2021 Q2	$1.83M	Buy	68,012 +44,554	+190%	+$1.16M	0.12%	162
2021 Q1	$575K	Buy	23,458 +10,378	+79%	+$239K	0.04%	343
2020 Q4	$248K	Buy	13,080 +2,242	+21%	+$38.6K	0.02%	450
2020 Q3	$162K	Sell	10,838 -6,084	-36%	-$108K	0.01%	537
2020 Q2	$320K	Buy	16,922 +5,176	+44%	+$96.3K	0.03%	418
2020 Q1	$171K	Sell	11,746 -2,170	-16%	-$51.5K	0.02%	493
2019 Q4	$418K	Sell	13,916 -4,292	-24%	-$127K	0.04%	364
2019 Q3	$539K	Buy	18,208 +10,676	+142%	+$323K	0.05%	313
2019 Q2	$240K	Buy	7,532 +4,670	+163%	+$150K	0.03%	418
2019 Q1	$95K	Buy	2,862 +58	+2%	+$1.86K	0.01%	568
2018 Q4	$80K	Sell	2,804 -680	-20%	-$22.8K	0.01%	574
2018 Q3	$132K	Sell	3,484 -9,332	-73%	-$350K	0.02%	499
2018 Q2	$487K	Sell	12,816 -4,226	-25%	-$157K	0.07%	238
2018 Q1	$574K	Buy	17,042 +10,404	+157%	+$368K	0.08%	205
2017 Q4	$240K	Buy	+6,638	New	+$228K	0.04%	318

Other funds holding XLE

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Advisornet Financial's XLE Position: Q2 2026 in Review

Advisornet Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $126K and bringing the position to 17,530 shares worth $931K. The position accounts for 0.04% of the portfolio, ranked #284.

Advisornet Financial first reported a position in XLE in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.06M in Q3 2023. 1,268 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Advisornet Financial held 17,530 shares of State Street Energy Select Sector SPDR ETF worth $931K as of Q2 2026.
Advisornet Financial bought 2,200 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #284 holding.
Advisornet Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's State Street Energy Select Sector SPDR ETF position peaked at $3.06M in Q3 2023.
1,268 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.