Advisory Resource Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advisory Resource Group’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	$398K	Buy	7,500 +2,006	+37%	+$115K	0.06%	150
2026 Q1	$337K	Buy	5,494 +6	+0.1%	+$322	0.06%	146
2025 Q4	$245K	Sell	5,488 -324	-6%	-$14.4K	0.04%	155
2025 Q3	$260K	Buy	5,812 +120	+2%	+$5.25K	0.05%	154
2025 Q2	$241K	Buy	5,692 +12	+0.2%	+$500	0.05%	158
2025 Q1	$265K	Buy	5,680 +12	+0.2%	+$541	0.05%	148
2024 Q4	$243K	Hold	5,668	–	–	0.05%	150
2024 Q3	$249K	Sell	5,668 -56	-1%	-$2.5K	0.05%	147
2024 Q2	$261K	Sell	5,724 -218	-4%	-$10.2K	0.06%	137
2024 Q1	$280K	Sell	5,942 -1,928	-24%	-$82.8K	0.06%	139
2023 Q4	$330K	Hold	7,870	–	–	0.08%	128
2023 Q3	$356K	Sell	7,870 -416	-5%	-$18.2K	0.1%	121
2023 Q2	$336K	Sell	8,286 -66	-0.8%	-$2.69K	0.09%	123
2023 Q1	$346K	Buy	8,352 +26	+0.3%	+$1.11K	0.1%	125
2022 Q4	$364K	Hold	8,326	–	–	0.11%	122
2022 Q3	$300K	Sell	8,326 -422	-5%	-$16K	0.1%	104
2022 Q2	$313K	Sell	8,748 -75,016	-90%	-$3.01M	0.1%	100
2022 Q1	$3.2M	Buy	83,764 +12,010	+17%	+$416K	1%	17
2021 Q4	$2.37M	Buy	71,754 +11,054	+18%	+$312K	0.79%	40
2021 Q3	$1.58M	Buy	60,700 +5,712	+10%	+$142K	0.58%	42
2021 Q2	$1.48M	Buy	54,988 +584	+1%	+$15.2K	0.59%	42
2021 Q1	$1.33M	Sell	54,404 -13,224	-20%	-$305K	0.62%	37
2020 Q4	$1.28M	Buy	67,628 +730	+1%	+$12.6K	0.64%	40
2020 Q3	$1M	Sell	66,898 -7,248	-10%	-$129K	0.59%	43
2020 Q2	$1.4M	Sell	74,146 -8,876	-11%	-$165K	0.87%	26
2020 Q1	$1.21M	Buy	83,022 +36,952	+80%	+$876K	0.92%	20
2019 Q4	$1.38M	Buy	46,070 +1,236	+3%	+$36.7K	0.78%	25
2019 Q3	$1.33M	Sell	44,834 -13,394	-23%	-$405K	0.71%	24
2019 Q2	$1.85M	Buy	58,228 +25,596	+78%	+$819K	1.02%	18
2019 Q1	$1.04M	Buy	32,632 +2,082	+7%	+$66.9K	0.58%	33
2018 Q4	$876K	Buy	+30,550	New	+$1.02M	0.54%	27

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

Advisory Resource Group's XLE Position: Q2 2026 in Review

Advisory Resource Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q2 2026, buying an estimated $115K and bringing the position to 7,500 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #150.

Advisory Resource Group first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.2M in Q1 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Advisory Resource Group held 7,500 shares of State Street Energy Select Sector SPDR ETF worth $398K as of Q2 2026.
Advisory Resource Group bought 2,006 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #150 holding.
Advisory Resource Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Advisory Resource Group's State Street Energy Select Sector SPDR ETF position peaked at $3.2M in Q1 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.