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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
2023
Q4 		– Sell
-1,600
Closed -$72 – 2507
2023
Q3 		$72 Buy
+1,600
New +$70K ﹤0.01% 2230

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 1,356 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.
  • 1,356 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.