Ameritas Advisory Services’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
$6.17M Buy
116,232
+66,789
+135% +$3.82M 0.12% 171
2026
Q1
$3.03M Buy
49,443
+12,250
+33% +$657K 0.12% 167
2025
Q4
$1.66M Sell
37,193
-40,845
-52% -$1.82M 0.06% 263
2025
Q3
$3.49M Sell
78,038
-8,932
-10% -$391K 0.23% 89
2025
Q2
$3.69M Sell
86,970
-55,074
-39% -$2.29M 0.19% 116
2025
Q1
$6.32M Sell
142,044
-12,640
-8% -$570K 0.26% 78
2024
Q4
$6.63M Sell
154,684
-52,362
-25% -$2.38M 0.23% 85
2024
Q3
$9.09M Sell
207,046
-91,486
-31% -$4.09M 0.39% 52
2024
Q2
$13.6M Buy
298,532
+13,422
+5% +$625K 0.51% 40
2024
Q1
$13.3M Buy
285,110
+131,578
+86% +$5.65M 0.55% 37
2023
Q4
$6.46M Sell
153,532
-147,002
-49% -$6.29M 0.36% 62
2023
Q3
$13.8M Buy
300,534
+91,420
+44% +$4M 0.69% 28
2023
Q2
$8.45M Sell
209,114
-74,082
-26% -$3.02M 1.09% 15
2023
Q1
$11.9M Sell
283,196
-21,486
-7% -$919K 0.6% 32
2022
Q4
$13.3M Buy
304,682
+112,524
+59% +$4.9M 0.62% 31
2022
Q3
$6.92M Buy
192,158
+34,876
+22% +$1.32M 0.41% 46
2022
Q2
$5.62M Buy
157,282
+17,342
+12% +$696K 0.33% 66
2022
Q1
$5.35M Buy
139,940
+16,636
+13% +$576K 0.2% 82
2021
Q4
$3.42M Buy
+123,304
New +$3.48M 0.13% 140

Other funds holding XLE

Ameritas Advisory Services's XLE Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 135% in Q2 2026, buying an estimated $3.82M and bringing the position to 116,232 shares worth $6.17M. The position accounts for 0.12% of the portfolio, ranked #171.

Ameritas Advisory Services first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q3 2023. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ameritas Advisory Services held 116,232 shares of State Street Energy Select Sector SPDR ETF worth $6.17M as of Q2 2026.
  • Ameritas Advisory Services bought 66,789 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.82M.
  • State Street Energy Select Sector SPDR ETF made up 0.12% of Ameritas Advisory Services's portfolio in Q2 2026, its #171 holding.
  • Ameritas Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $13.8M in Q3 2023.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.