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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$524K Sell
9,868
-17
-0.2% -$972 0.06% 165
2026
Q1
$606K Buy
9,885
+42
+0.4% +$2.25K 0.08% 141
2025
Q4
$440K Sell
9,843
-253
-3% -$11.3K 0.07% 157
2025
Q3
$451K Buy
10,096
+4
+0% +$175 0.08% 152
2025
Q2
$428K Buy
10,092
+610
+6% +$25.4K 0.1% 150
2025
Q1
$443K Buy
9,482
+916
+11% +$41.3K 0.11% 140
2024
Q4
$367K Sell
8,566
-1,646
-16% -$74.8K 0.09% 160
2024
Q3
$448K Buy
10,212
+548
+6% +$24.5K 0.11% 155
2024
Q2
$440K Buy
9,664
+4,006
+71% +$187K 0.13% 138
2024
Q1
$267K Sell
5,658
-1,056
-16% -$45.4K 0.08% 171
2023
Q4
$281K Buy
6,714
+1,116
+20% +$47.7K 0.09% 171
2023
Q3
$253K Buy
5,598
+670
+14% +$29.3K 0.09% 159
2023
Q2
$200K Sell
4,928
-1,138
-19% -$46.4K 0.09% 144
2023
Q1
$251K Buy
6,066
+248
+4% +$10.6K 0.1% 142
2022
Q4
$254K Buy
5,818
+14
+0.2% +$609 0.11% 139
2022
Q3
$209K Sell
5,804
-24
-0.4% -$908 0.1% 145
2022
Q2
$208K Sell
5,828
-672
-10% -$27K 0.1% 149
2022
Q1
$248K Buy
+6,500
New +$225K 0.11% 135
2021
Q3
– Sell
-7,698
Closed -$207K – 156
2021
Q2
$207K Buy
+7,698
New +$200K 0.09% 140

Other funds holding XLE

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

Allegheny Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.17% in Q2 2026, selling an estimated $972 and leaving 9,868 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #165.

Allegheny Financial Group first reported a position in XLE in Q2 2021 and has held it in 19 quarters since. The position peaked at $606K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Allegheny Financial Group held 9,868 shares of State Street Energy Select Sector SPDR ETF worth $524K as of Q2 2026.
  • Allegheny Financial Group sold 17 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $972.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Allegheny Financial Group's portfolio in Q2 2026, its #165 holding.
  • Allegheny Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
  • Allegheny Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $606K in Q1 2026.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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