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

AmeriFlex Group’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	$1.02M	Buy	19,262 +1,170	+6%	+$66.9K	0.42%	49
2026 Q1	$1.11M	Sell	18,092 -162	-0.9%	-$8.69K	0.56%	37
2025 Q4	$816K	Sell	18,254 -13,648	-43%	-$608K	0.42%	47
2025 Q3	$1.43M	Buy	31,902 +21,734	+214%	+$952K	0.53%	31
2025 Q2	$436K	Sell	10,168 -18,980	-65%	-$790K	0.23%	84
2025 Q1	$1.36M	Sell	29,148 -3,052	-9%	-$138K	0.56%	38
2024 Q4	$1.41M	Buy	+32,200	New	+$1.46M	0.65%	33

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

AmeriFlex Group's XLE Position: Q2 2026 in Review

AmeriFlex Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.5% in Q2 2026, buying an estimated $66.9K and bringing the position to 19,262 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #49.

AmeriFlex Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

AmeriFlex Group held 19,262 shares of State Street Energy Select Sector SPDR ETF worth $1.02M as of Q2 2026.
AmeriFlex Group bought 1,170 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $66.9K.
State Street Energy Select Sector SPDR ETF made up 0.42% of AmeriFlex Group's portfolio in Q2 2026, its #49 holding.
AmeriFlex Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's State Street Energy Select Sector SPDR ETF position peaked at $1.43M in Q3 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.