Advisory Services Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advisory Services Network’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	$19.5M	Buy	318,055 +28,348	+10%	+$1.52M	0.26%	64
2025 Q4	$13M	Buy	289,707 +6,495	+2%	+$289K	0.18%	114
2025 Q3	$12.7M	Sell	283,212 -35,800	-11%	-$1.57M	0.19%	105
2025 Q2	$13.9M	Buy	319,012 +59,704	+23%	+$2.49M	0.22%	84
2025 Q1	$12.1M	Sell	259,308 -6,514	-2%	-$294K	0.23%	84
2024 Q4	$11.4M	Buy	265,822 +9,036	+4%	+$411K	0.21%	94
2024 Q3	$11.7M	Hold	256,786	–	–	0.24%	85
2024 Q2	$11.7M	Sell	256,786 -36,420	-12%	-$1.7M	0.24%	85
2024 Q1	$13.8M	Sell	293,206 -10,924	-4%	-$469K	0.31%	60
2023 Q4	$12.7M	Buy	304,130 +104,784	+53%	+$4.48M	0.31%	58
2023 Q3	$9.01M	Sell	199,346 -6,282	-3%	-$275K	0.24%	76
2023 Q2	$8.35M	Sell	205,628 -6,026	-3%	-$245K	0.22%	94
2023 Q1	$8.77M	Buy	211,654 +34,580	+20%	+$1.48M	0.24%	82
2022 Q4	$7.74M	Buy	177,074 +3,380	+2%	+$147K	0.24%	93
2022 Q3	$6.25M	Sell	173,694 -54,386	-24%	-$2.06M	0.22%	100
2022 Q2	$8.15M	Sell	228,080 -3,972	-2%	-$159K	0.28%	79
2022 Q1	$8.87M	Sell	232,052 -23,050	-9%	-$798K	0.26%	80
2021 Q4	$7.08M	Buy	255,102 +56,786	+29%	+$1.6M	0.2%	105
2021 Q3	$5.17M	Sell	198,316 -279,114	-58%	-$6.91M	0.16%	154
2021 Q2	$12.9M	Buy	477,430 +178,602	+60%	+$4.64M	0.41%	31
2021 Q1	$7.33M	Buy	298,828 +206,170	+223%	+$4.76M	0.27%	75
2020 Q4	$1.76M	Sell	92,658 -5,222	-5%	-$90K	0.07%	341
2020 Q3	$1.47M	Buy	97,880 +2,828	+3%	+$50.2K	0.07%	328
2020 Q2	$1.8M	Sell	95,052 -49,810	-34%	-$926K	0.1%	255
2020 Q1	$2.1M	Sell	144,862 -217,710	-60%	-$5.16M	0.14%	188
2019 Q4	$10.9M	Buy	362,572 +318,494	+723%	+$9.45M	0.57%	18
2019 Q3	$1.4M	Hold	44,078	–	–	0.09%	307
2019 Q2	$1.4M	Sell	44,078 -160,844	-78%	-$5.15M	0.09%	307
2019 Q1	$6.78M	Buy	204,922 +168,820	+468%	+$5.42M	0.48%	38
2018 Q4	$1.03M	Sell	36,102 -3,846	-10%	-$129K	0.09%	304
2018 Q3	$1.51M	Buy	39,948 +1,760	+5%	+$66K	0.11%	250
2018 Q2	$1.47M	Buy	38,188 +692	+2%	+$25.7K	0.11%	240
2018 Q1	$1.26M	Sell	37,496 -9,944	-21%	-$352K	0.1%	273
2017 Q4	$1.71M	Buy	47,440 +23,312	+97%	+$802K	0.15%	177
2017 Q3	$826K	Buy	24,128 +5,288	+28%	+$172K	0.09%	272
2017 Q2	$612K	Buy	18,840 +2,528	+15%	+$85K	0.08%	329
2017 Q1	$570K	Buy	+16,312	New	+$590K	0.08%	313
2016 Q3	$194K	Sell	5,496 -150	-3%	-$5.14K	0.04%	509
2016 Q2	$193K	Buy	5,646 +124	+2%	+$4.09K	0.04%	458
2016 Q1	$171K	Sell	5,522 -6,018	-52%	-$175K	0.05%	412
2015 Q4	$348K	Sell	11,540 -41,174	-78%	-$1.36M	0.11%	226
2015 Q3	$1.61M	Buy	52,714 +51,248	+3,496%	+$1.73M	0.49%	33
2015 Q2	$54K	Hold	1,466	–	–	0.02%	488
2015 Q1	$58K	Buy	1,466 +726	+98%	+$28.1K	0.02%	462
2014 Q4	$28K	Sell	740 -4,692	-86%	-$195K	0.01%	520
2014 Q3	$246K	Buy	5,432 +172	+3%	+$8.33K	0.09%	233
2014 Q2	$263K	Buy	5,260 +754	+17%	+$35.7K	0.11%	200
2014 Q1	$201K	Buy	4,506 +260	+6%	+$11.2K	0.1%	194
2013 Q4	$188K	Buy	+4,246	New	+$183K	0.09%	180

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

Advisory Services Network's XLE Position: Q1 2026 in Review

Advisory Services Network increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q1 2026, buying an estimated $1.52M and bringing the position to 318,055 shares worth $19.5M. The position accounts for 0.26% of the portfolio, ranked #64.

Advisory Services Network first reported a position in XLE in Q4 2013 and has held it in 49 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Advisory Services Network held 318,055 shares of State Street Energy Select Sector SPDR ETF worth $19.5M as of Q1 2026.
Advisory Services Network bought 28,348 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.52M.
State Street Energy Select Sector SPDR ETF made up 0.26% of Advisory Services Network's portfolio in Q1 2026, its #64 holding.
Advisory Services Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 49 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.