Arax Advisory Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arax Advisory Partners’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	$15.9M	Buy	300,296 +265,954	+774%	+$15.2M	0.11%	210
2026 Q1	$2.1M	Buy	34,342 +1,611	+5%	+$86.4K	0.06%	264
2025 Q4	$1.46M	Buy	+32,731	New	+$1.46M	0.04%	300
2025 Q3	–	Sell	-23,360	Closed	-$991K	–	4335
2025 Q2	$991K	Buy	23,360 +12,758	+120%	+$531K	0.05%	256
2025 Q1	$495K	Sell	10,602 -1,022	-9%	-$46.1K	0.03%	320
2024 Q4	$498K	Buy	11,624 +1,020	+10%	+$46.4K	0.03%	301
2024 Q3	$466K	Sell	10,604 -2,934	-22%	-$131K	0.04%	217
2024 Q2	$617K	Buy	13,538 +574	+4%	+$26.7K	0.06%	155
2024 Q1	$612K	Buy	12,964 +9,692	+296%	+$416K	0.06%	141
2023 Q4	$137K	Buy	3,272 +38	+1%	+$1.63K	0.02%	335
2023 Q3	$146K	Sell	3,234 -520	-14%	-$22.8K	0.02%	297
2023 Q2	$152K	Sell	3,754 -182	-5%	-$7.41K	0.02%	285
2023 Q1	$163K	Sell	3,936 -160	-4%	-$6.84K	0.02%	269
2022 Q4	$179K	Buy	4,096 +1,470	+56%	+$64K	0.02%	242
2022 Q3	$95K	Buy	2,626 +2,418	+1,163%	+$91.4K	0.02%	317
2022 Q2	$7K	Sell	208 -96	-32%	-$3.85K	﹤0.01%	711
2022 Q1	$12K	Sell	304 -76	-20%	-$2.63K	﹤0.01%	636
2021 Q4	$11K	Buy	380 +276	+265%	+$7.8K	﹤0.01%	643
2021 Q3	$3K	Sell	104 -1,442	-93%	-$35.7K	﹤0.01%	823
2021 Q2	$42K	Buy	+1,546	New	+$40.2K	0.01%	493
2020 Q4	$32K	Buy	1,680 +200	+14%	+$3.45K	﹤0.01%	453
2020 Q3	$22K	Sell	1,480 -90	-6%	-$1.6K	﹤0.01%	469
2020 Q2	$30K	Sell	1,570 -420	-21%	-$7.81K	0.01%	429
2020 Q1	$29K	Buy	1,990 +48	+2%	+$1.14K	0.01%	419
2019 Q4	$58K	Buy	1,942 +6	+0.3%	+$178	0.02%	321
2019 Q3	$57K	Buy	1,936 +8	+0.4%	+$242	0.02%	317
2019 Q2	$61K	Buy	+1,928	New	+$61.7K	0.02%	296
2018 Q4	$58K	Buy	2,028 +1,390	+218%	+$46.5K	0.02%	257
2018 Q3	$24K	Sell	638 -58	-8%	-$2.17K	0.01%	387
2018 Q2	$26K	Buy	696 +30	+5%	+$1.11K	0.01%	277
2018 Q1	$22K	Sell	666 -2,486	-79%	-$88K	0.01%	277
2017 Q4	$113K	Buy	3,152 +4	+0.1%	+$138	0.05%	139
2017 Q3	$107K	Sell	3,148 -250	-7%	-$8.13K	0.05%	141
2017 Q2	$110K	Sell	3,398 -818	-19%	-$27.5K	0.05%	146
2017 Q1	$147K	Sell	4,216 -542	-11%	-$19.6K	0.07%	99
2016 Q4	$179K	Buy	+4,758	New	+$172K	0.09%	67

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

Arax Advisory Partners's XLE Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 774% in Q2 2026, buying an estimated $15.2M and bringing the position to 300,296 shares worth $15.9M. The position accounts for 0.11% of the portfolio, ranked #210.

Arax Advisory Partners first reported a position in XLE in Q4 2016 and has held it in 36 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Arax Advisory Partners held 300,296 shares of State Street Energy Select Sector SPDR ETF worth $15.9M as of Q2 2026.
Arax Advisory Partners bought 265,954 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2M.
State Street Energy Select Sector SPDR ETF made up 0.11% of Arax Advisory Partners's portfolio in Q2 2026, its #210 holding.
Arax Advisory Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.