Ally Invest Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ally Invest Advisors’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	$394K	Sell	6,428 -1,622	-20%	-$87K	0.03%	60
2025 Q4	$360K	Sell	8,050 -288	-3%	-$12.8K	0.02%	62
2025 Q3	$372K	Buy	8,338 +436	+6%	+$19.1K	0.03%	61
2025 Q2	$335K	Buy	7,902 +392	+5%	+$16.3K	0.03%	62
2025 Q1	$351K	Sell	7,510 -146	-2%	-$6.58K	0.03%	57
2024 Q4	$328K	Buy	7,656 +1,046	+16%	+$47.5K	0.03%	56
2024 Q3	$290K	Buy	6,610 +1,964	+42%	+$87.8K	0.03%	59
2024 Q2	$212K	Buy	+4,646	New	+$216K	0.02%	62

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

Ally Invest Advisors's XLE Position: Q1 2026 in Review

Ally Invest Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q1 2026, selling an estimated $87K and leaving 6,428 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #60.

Ally Invest Advisors first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Ally Invest Advisors held 6,428 shares of State Street Energy Select Sector SPDR ETF worth $394K as of Q1 2026.
Ally Invest Advisors sold 1,622 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $87K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Ally Invest Advisors's portfolio in Q1 2026, its #60 holding.
Ally Invest Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.