AIFAIM
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American Institute for Advanced Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

American Institute for Advanced Investment Management’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 		$245K Sell
4,619
-250
-5% -$14.3K 0.14% 148
2026
Q1 		$298K Hold
4,869
– – 0.19% 123
2025
Q4 		$219K Sell
4,869
-621
-11% -$27.7K 0.14% 144
2025
Q3 		$245K Sell
5,490
-5,130
-48% -$225K 0.16% 123
2025
Q2 		$450K Sell
10,620
-1,140
-10% -$47.5K 0.32% 88
2025
Q1 		$549K Hold
11,760
– – 0.42% 68
2024
Q4 		$504K Sell
11,760
-372
-3% -$16.9K 0.38% 77
2024
Q3 		$533K Sell
12,132
-1,260
-9% -$56.3K 0.38% 70
2024
Q2 		$610K Buy
13,392
+790
+6% +$36.8K 0.47% 61
2024
Q1 		$595K Buy
12,602
+20
+0.2% +$859 0.47% 62
2023
Q4 		$527K Hold
12,582
– – 0.47% 59
2023
Q3 		$569K Sell
12,582
-420
-3% -$18.4K 0.53% 54
2023
Q2 		$528K Sell
13,002
-130
-1% -$5.29K 0.46% 59
2023
Q1 		$544K Buy
13,132
+250
+2% +$10.7K 0.58% 49
2022
Q4 		$563K Sell
12,882
-790
-6% -$34.4K 0.51% 56
2022
Q3 		$492K Buy
13,672
+700
+5% +$26.5K 0.46% 58
2022
Q2 		$464K Hold
12,972
– – 0.41% 63
2022
Q1 		$496K Buy
12,972
+1,000
+8% +$34.6K 0.36% 68
2021
Q4 		$332K Buy
+11,972
New +$338K 0.22% 90

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Institute for Advanced Investment Management's XLE Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q2 2026, selling an estimated $14.3K and leaving 4,619 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #148.

American Institute for Advanced Investment Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $610K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • American Institute for Advanced Investment Management held 4,619 shares of State Street Energy Select Sector SPDR ETF worth $245K as of Q2 2026.
  • American Institute for Advanced Investment Management sold 250 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.14% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #148 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • American Institute for Advanced Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $610K in Q2 2024.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.