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Apella Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Apella Capital’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
-1,500
Closed -$82.5K – 736
2026
Q1 		$82.5K Buy
+1,500
New +$80.5K ﹤0.01% 666

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Apella Capital's XLE Position: Q2 2026 in Review

Apella Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.6% in Q2 2026, buying an estimated $56K and bringing the position to 11,241 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #436.

Apella Capital first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Apella Capital held 11,241 shares of State Street Energy Select Sector SPDR ETF worth $614K as of Q2 2026.
  • Apella Capital bought 980 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $56K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #436 holding.
  • Apella Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.