Allie Family Office’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
$514K Sell
9,670
-1,916
-17% -$110K 0.19% 67
2026
Q1
$710K Sell
11,586
-3,900
-25% -$209K 0.31% 47
2025
Q4
$692K Buy
15,486
+954
+7% +$42.5K 0.32% 45
2025
Q3
$649K Sell
14,532
-80
-0.5% -$3.5K 0.31% 46
2025
Q2
$620K Buy
14,612
+1,140
+8% +$47.5K 0.31% 45
2025
Q1
$629K Buy
13,472
+260
+2% +$11.7K 0.34% 44
2024
Q4
$566K Sell
13,212
-850
-6% -$38.6K 0.31% 45
2024
Q3
$617K Buy
14,062
+570
+4% +$25.5K 0.33% 44
2024
Q2
$615K Buy
13,492
+2,636
+24% +$123K 0.37% 45
2024
Q1
$512K Sell
10,856
-620
-5% -$26.6K 0.3% 47
2023
Q4
$481K Buy
11,476
+1,100
+11% +$47K 0.33% 46
2023
Q3
$469K Sell
10,376
-2,610
-20% -$114K 0.38% 37
2023
Q2
$527K Buy
12,986
+880
+7% +$35.8K 0.38% 35
2023
Q1
$501K Buy
12,106
+1,130
+10% +$48.3K 0.37% 41
2022
Q4
$480K Sell
10,976
-920
-8% -$40K 0.4% 40
2022
Q3
$428K Buy
11,896
+1,530
+15% +$57.9K 0.37% 42
2022
Q2
$371K Sell
10,366
-27,636
-73% -$1.11M 0.3% 48
2022
Q1
$1.45M Buy
38,002
+576
+2% +$19.9K 1.11% 18
2021
Q4
$1.04M Buy
+37,426
New +$1.06M 0.82% 22

Other funds holding XLE

Allie Family Office's XLE Position: Q2 2026 in Review

Allie Family Office reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q2 2026, selling an estimated $110K and leaving 9,670 shares worth $514K. The position accounts for 0.19% of the portfolio, ranked #67.

Allie Family Office first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q1 2022. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Allie Family Office held 9,670 shares of State Street Energy Select Sector SPDR ETF worth $514K as of Q2 2026.
  • Allie Family Office sold 1,916 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Energy Select Sector SPDR ETF made up 0.19% of Allie Family Office's portfolio in Q2 2026, its #67 holding.
  • Allie Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Allie Family Office's State Street Energy Select Sector SPDR ETF position peaked at $1.45M in Q1 2022.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.