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

Apollon Financial’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	$1.96M	Buy	36,975 +1,504	+4%	+$86K	0.23%	94
2026 Q1	$2.17M	Sell	35,471 -1,191	-3%	-$63.9K	0.3%	83
2025 Q4	$1.64M	Buy	36,662 +15,602	+74%	+$695K	0.24%	91
2025 Q3	$941K	Sell	21,060 -1,142	-5%	-$50K	0.16%	113
2025 Q2	$941K	Buy	22,202 +138	+0.6%	+$5.75K	0.2%	104
2025 Q1	$1.03M	Sell	22,064 -754	-3%	-$34K	0.24%	90
2024 Q4	$977K	Buy	22,818 +720	+3%	+$32.7K	0.24%	85
2024 Q3	$970K	Buy	22,098 +22	+0.1%	+$983	0.29%	71
2024 Q2	$1.01M	Sell	22,076 -102	-0.5%	-$4.75K	0.33%	60
2024 Q1	$1.05M	Sell	22,178 -1,156	-5%	-$49.7K	0.36%	56
2023 Q4	$978K	Buy	+23,334	New	+$998K	0.39%	55

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

Apollon Financial's XLE Position: Q2 2026 in Review

Apollon Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q2 2026, buying an estimated $86K and bringing the position to 36,975 shares worth $1.96M. The position accounts for 0.23% of the portfolio, ranked #94.

Apollon Financial first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Apollon Financial held 36,975 shares of State Street Energy Select Sector SPDR ETF worth $1.96M as of Q2 2026.
Apollon Financial bought 1,504 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $86K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Apollon Financial's portfolio in Q2 2026, its #94 holding.
Apollon Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's State Street Energy Select Sector SPDR ETF position peaked at $2.17M in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.