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

Albion Financial 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	$31.7K	Buy	597 +83	+16%	+$4.75K	﹤0.01%	324
2026 Q1	$31.5K	Buy	+514	New	+$27.6K	﹤0.01%	309
2025 Q2	–	Sell	-250	Closed	-$11.7K	–	624
2025 Q1	$11.7K	Hold	250	–	–	﹤0.01%	358
2024 Q4	$10.7K	Buy	250 +88	+54%	+$4K	﹤0.01%	392
2024 Q3	$7.11K	Buy	+162	New	+$7.24K	﹤0.01%	354
2024 Q1	–	Sell	-64	Closed	-$2.68K	–	521
2023 Q4	$2.68K	Sell	64 -742	-92%	-$31.7K	﹤0.01%	385
2023 Q3	$36.4K	Buy	806 +378	+88%	+$16.5K	﹤0.01%	229
2023 Q2	$17.4K	Sell	428 -152	-26%	-$6.19K	﹤0.01%	278
2023 Q1	$24K	Sell	580 -110	-16%	-$4.7K	﹤0.01%	251
2022 Q4	$30.2K	Buy	690 +110	+19%	+$4.79K	﹤0.01%	234
2022 Q3	$21K	Hold	580	–	–	﹤0.01%	258
2022 Q2	$21K	Hold	580	–	–	﹤0.01%	268
2022 Q1	$22K	Hold	580	–	–	﹤0.01%	311
2021 Q4	$16K	Hold	580	–	–	﹤0.01%	374
2021 Q3	$15K	Sell	580 -1,674	-74%	-$41.5K	﹤0.01%	342
2021 Q2	$61K	Buy	+2,254	New	+$58.6K	0.01%	240
2020 Q4	$11K	Buy	+580	New	+$9.99K	﹤0.01%	348
2020 Q1	–	Sell	-241,762	Closed	-$7.26M	–	225
2019 Q4	$7.26M	Sell	241,762 -29,452	-11%	-$873K	0.86%	31
2019 Q3	$8.03M	Sell	271,214 -10,252	-4%	-$310K	1.03%	27
2019 Q2	$8.97M	Buy	281,466 +530	+0.2%	+$17K	1.16%	28
2019 Q1	$9.29M	Buy	280,936 +4,666	+2%	+$150K	1.26%	27
2018 Q4	$7.92M	Sell	276,270 -103,048	-27%	-$3.45M	1.23%	27
2018 Q3	$14.4M	Buy	379,318 +11,818	+3%	+$443K	1.94%	15
2018 Q2	$14M	Buy	367,500 +4,776	+1%	+$177K	2.01%	14
2018 Q1	$12.2M	Buy	362,724 +17,930	+5%	+$635K	1.88%	15
2017 Q4	$12.5M	Sell	344,794 -44,436	-11%	-$1.53M	1.9%	15
2017 Q3	$13.3M	Buy	389,230 +18,334	+5%	+$596K	2.04%	10
2017 Q2	$12M	Sell	370,896 -5,714	-2%	-$192K	2%	10
2017 Q1	$13.2M	Buy	376,610 +83,194	+28%	+$3.01M	1.98%	10
2016 Q4	$11.1M	Buy	+293,416	New	+$10.6M	1.83%	11

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

Albion Financial Group's XLE Position: Q2 2026 in Review

Albion Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, buying an estimated $4.75K and bringing the position to 597 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Albion Financial Group first reported a position in XLE in Q4 2016 and has held it in 30 quarters since. The position peaked at $14.4M in Q3 2018. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Albion Financial Group held 597 shares of State Street Energy Select Sector SPDR ETF worth $31.7K as of Q2 2026.
Albion Financial Group bought 83 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.75K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #324 holding.
Albion Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 30 quarters since.
Albion Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $14.4M in Q3 2018.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.