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

Archford Capital Strategies’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 		$1.42M Sell
26,829
-394
-1% -$22.5K 0.14% 127
2026
Q1 		$1.67M Buy
27,223
+266
+1% +$14.3K 0.19% 115
2025
Q4 		$1.21M Sell
26,957
-677
-2% -$30.1K 0.14% 145
2025
Q3 		$1.23M Sell
27,634
-31,448
-53% -$1.38M 0.15% 139
2025
Q2 		$2.51M Buy
59,082
+7,174
+14% +$299K 0.32% 76
2025
Q1 		$2.43M Buy
51,908
+22,932
+79% +$1.03M 0.36% 78
2024
Q4 		$1.24M Sell
28,976
-112
-0.4% -$5.09K 0.19% 123
2024
Q3 		$1.35M Hold
29,088
– – 0.2% 113
2024
Q2 		$1.33M Sell
29,088
-1,964
-6% -$91.5K 0.21% 108
2024
Q1 		$1.47M Buy
31,052
+160
+0.5% +$6.87K 0.25% 105
2023
Q4 		$1.29M Sell
30,892
-2,132
-6% -$91.2K 0.24% 110
2023
Q3 		$1.49M Buy
33,024
+332
+1% +$14.5K 0.3% 84
2023
Q2 		$1.4M Sell
32,692
-6,470
-17% -$264K 0.27% 88
2023
Q1 		$1.69M Buy
39,162
+2,300
+6% +$98.3K 0.35% 67
2022
Q4 		$1.61M Sell
36,862
-3,150
-8% -$137K 0.37% 70
2022
Q3 		$1.44M Sell
40,012
-228
-0.6% -$8.62K 0.37% 69
2022
Q2 		$1.44M Sell
40,240
-3,226
-7% -$129K 0.36% 72
2022
Q1 		$1.65M Sell
43,466
-4,360
-9% -$151K 0.37% 70
2021
Q4 		$1.33M Sell
47,826
-2,014
-4% -$56.9K 0.3% 87
2021
Q3 		$1.3M Sell
49,840
-40
-0.1% -$991 0.31% 83
2021
Q2 		$1.34M Sell
49,880
-5,290
-10% -$138K 0.34% 72
2021
Q1 		$1.35M Sell
55,170
-1,132
-2% -$26.1K 0.36% 74
2020
Q4 		$1.17M Sell
56,302
-2,986
-5% -$51.5K 0.27% 110
2020
Q3 		$888K Sell
59,288
-3,098
-5% -$55K 0.24% 123
2020
Q2 		$1.18M Sell
62,386
-18,952
-23% -$352K 0.35% 86
2020
Q1 		$1.18M Buy
81,338
+59,080
+265% +$1.4M 0.46% 68
2019
Q4 		$668K Sell
22,258
-2,616
-11% -$77.6K 0.23% 130
2019
Q3 		$736K Buy
24,874
+2,362
+10% +$71.4K 0.27% 115
2019
Q2 		$717K Buy
22,512
+64
+0.3% +$2.05K 0.26% 115
2019
Q1 		$742K Sell
22,448
-128
-0.6% -$4.11K 0.27% 111
2018
Q4 		$647K Buy
22,576
+9,580
+74% +$321K 0.26% 117
2018
Q3 		$492K Sell
12,996
-3,190
-20% -$120K 0.18% 145
2018
Q2 		$615K Sell
16,186
-10,914
-40% -$406K 0.22% 132
2018
Q1 		$979K Buy
27,100
+360
+1% +$12.7K 0.41% 78
2017
Q4 		$966K Sell
26,740
-38,362
-59% -$1.32M 0.36% 88
2017
Q3 		$2.23M Sell
65,102
-232
-0.4% -$7.55K 0.84% 35
2017
Q2 		$2.12M Buy
65,334
+850
+1% +$28.6K 0.84% 34
2017
Q1 		$2.25M Buy
64,484
+3,644
+6% +$132K 0.85% 28
2016
Q4 		$2.29M Buy
60,840
+10,364
+21% +$375K 0.97% 24
2016
Q3 		$1.78M Buy
50,476
+950
+2% +$32.6K 0.73% 37
2016
Q2 		$1.69M Sell
49,526
-344
-0.7% -$11.4K 0.89% 26
2016
Q1 		$1.54M Buy
49,870
+48,180
+2,851% +$1.4M 0.74% 38
2015
Q4 		$51K Sell
1,690
-51,760
-97% -$1.7M 0.02% 261
2015
Q3 		$1.64M Buy
53,450
+1,682
+3% +$56.7K 1.22% 17
2015
Q2 		$1.95M Sell
51,768
-2,480
-5% -$98.4K 1.39% 15
2015
Q1 		$2.1M Buy
54,248
+6,826
+14% +$264K 1.45% 14
2014
Q4 		$1.88M Buy
47,422
+5,242
+12% +$218K 1.38% 12
2014
Q3 		$1.91M Buy
42,180
+3,336
+9% +$162K 1.52% 12
2014
Q2 		$1.94M Buy
38,844
+4,394
+13% +$208K 1.5% 12
2014
Q1 		$1.53M Buy
+34,450
New +$1.49M 1.28% 13

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

Archford Capital Strategies's XLE Position: Q2 2026 in Review

Archford Capital Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, selling an estimated $22.5K and leaving 26,829 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #127.

Archford Capital Strategies first reported a position in XLE in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.51M in Q2 2025. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Archford Capital Strategies held 26,829 shares of State Street Energy Select Sector SPDR ETF worth $1.42M as of Q2 2026.
  • Archford Capital Strategies sold 394 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.14% of Archford Capital Strategies's portfolio in Q2 2026, its #127 holding.
  • Archford Capital Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's State Street Energy Select Sector SPDR ETF position peaked at $2.51M in Q2 2025.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.