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

Ares Financial Consulting’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	$187K	Buy	3,517 +17	+0.5%	+$972	0.13%	90
2026 Q1	$206K	Buy	3,500 +14	+0.4%	+$751	0.16%	77
2025 Q4	$156K	Buy	+3,486	New	+$155K	0.15%	84

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ares Financial Consulting's XLE Position: Q2 2026 in Review

Ares Financial Consulting increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.49% in Q2 2026, buying an estimated $972 and bringing the position to 3,517 shares worth $187K. The position accounts for 0.13% of the portfolio, ranked #90.

Ares Financial Consulting first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $206K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ares Financial Consulting held 3,517 shares of State Street Energy Select Sector SPDR ETF worth $187K as of Q2 2026.
Ares Financial Consulting bought 17 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $972.
State Street Energy Select Sector SPDR ETF made up 0.13% of Ares Financial Consulting's portfolio in Q2 2026, its #90 holding.
Ares Financial Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Ares Financial Consulting's State Street Energy Select Sector SPDR ETF position peaked at $206K in Q1 2026.
1,193 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.