Arbor Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arbor Investment Advisors’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	$472K	Buy	8,892 +41	+0.5%	+$2.34K	0.05%	83
2026 Q1	$542K	Buy	8,851 +2,191	+33%	+$118K	0.07%	61
2025 Q4	$298K	Buy	6,660 +136	+2%	+$6.06K	0.04%	88
2025 Q3	$291K	Buy	6,524 +476	+8%	+$20.8K	0.04%	99
2025 Q2	$256K	Buy	6,048 +314	+5%	+$13.1K	0.03%	95
2025 Q1	$268K	Buy	5,734 +66	+1%	+$2.98K	0.04%	91
2024 Q4	$243K	Buy	+5,668	New	+$258K	0.03%	95

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Arbor Investment Advisors's XLE Position: Q2 2026 in Review

Arbor Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.46% in Q2 2026, buying an estimated $2.34K and bringing the position to 8,892 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #83.

Arbor Investment Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Arbor Investment Advisors held 8,892 shares of State Street Energy Select Sector SPDR ETF worth $472K as of Q2 2026.
Arbor Investment Advisors bought 41 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Arbor Investment Advisors's portfolio in Q2 2026, its #83 holding.
Arbor Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Arbor Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $542K in Q1 2026.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.