American Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

American Financial 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 Q2	–	Sell	-3,431	Closed	-$210K	–	174
2026 Q1	$210K	Buy	+3,431	New	+$184K	0.03%	154
2025 Q3	–	Sell	-5,618	Closed	-$238K	–	165
2025 Q2	$238K	Sell	5,618 -368	-6%	-$15.3K	0.03%	141
2025 Q1	$280K	Buy	5,986 +434	+8%	+$19.6K	0.04%	120
2024 Q4	$238K	Buy	5,552 +34	+0.6%	+$1.54K	0.03%	133
2024 Q3	$242K	Sell	5,518 -1,256	-19%	-$56.1K	0.03%	131
2024 Q2	$309K	Buy	6,774 +220	+3%	+$10.2K	0.04%	111
2024 Q1	$309K	Sell	6,554 -256	-4%	-$11K	0.04%	111
2023 Q4	$285K	Buy	6,810 +302	+5%	+$12.9K	0.04%	111
2023 Q3	$294K	Buy	6,508 +42	+0.6%	+$1.84K	0.05%	103
2023 Q2	$262K	Sell	6,466 -28	-0.4%	-$1.14K	0.04%	111
2023 Q1	$269K	Buy	6,494 +110	+2%	+$4.7K	0.04%	107
2022 Q4	$279K	Buy	6,384 +312	+5%	+$13.6K	0.05%	98
2022 Q3	$219K	Buy	+6,072	New	+$230K	0.04%	109
2019 Q3	–	Sell	-9,136	Closed	-$291K	–	95
2019 Q2	$291K	Sell	9,136 -1,802	-16%	-$57.7K	0.06%	81
2019 Q1	$361K	Sell	10,938 -28,202	-72%	-$906K	0.07%	76
2018 Q4	$1.12M	Buy	+39,140	New	+$1.31M	0.25%	44

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

American Financial Advisors's XLE Position: Q2 2026 in Review

American Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,431 shares — an estimated $210K sold.

American Financial Advisors first reported a position in XLE in Q4 2018 and held it in 16 quarters. The position peaked at $1.12M in Q4 2018. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

American Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
American Financial Advisors sold 3,431 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
American Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 16 quarters.
American Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.12M in Q4 2018.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.