Arkadios Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arkadios Wealth 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	$10.5M	Buy	198,251 +907	+0.5%	+$51.9K	0.16%	146
2026 Q1	$12.1M	Sell	197,344 -3,649	-2%	-$196K	0.2%	109
2025 Q4	$8.99M	Buy	200,993 +14,831	+8%	+$660K	0.17%	128
2025 Q3	$8.32M	Sell	186,162 -88,342	-32%	-$3.87M	0.2%	112
2025 Q2	$11.6M	Buy	274,504 +38,268	+16%	+$1.59M	0.34%	45
2025 Q1	$11M	Buy	236,236 +48,598	+26%	+$2.19M	0.42%	41
2024 Q4	$8.04M	Buy	187,638 +10,238	+6%	+$465K	0.44%	46
2024 Q3	$7.79M	Buy	177,400 +11,900	+7%	+$532K	0.44%	43
2024 Q2	$7.54M	Buy	165,500 +35,502	+27%	+$1.65M	0.51%	38
2024 Q1	$6.14M	Buy	129,998 +46,158	+55%	+$1.98M	0.48%	43
2023 Q4	$3.51M	Sell	83,840 -31,712	-27%	-$1.36M	0.3%	78
2023 Q3	$5.22M	Buy	115,552 +85,532	+285%	+$3.74M	0.5%	43
2023 Q2	$1.22M	Sell	30,020 -858	-3%	-$34.9K	0.14%	158
2023 Q1	$1.28M	Buy	30,878 +1,234	+4%	+$52.8K	0.15%	158
2022 Q4	$1.3M	Buy	29,644 +6,858	+30%	+$299K	0.17%	143
2022 Q3	$821K	Sell	22,786 -666	-3%	-$25.2K	0.12%	187
2022 Q2	$839K	Sell	23,452 -3,118	-12%	-$125K	0.12%	194
2022 Q1	$1.02M	Buy	26,570 +5,422	+26%	+$188K	0.13%	185
2021 Q4	$587K	Sell	21,148 -5,408	-20%	-$153K	0.08%	293
2021 Q3	$691K	Sell	26,556 -71,618	-73%	-$1.77M	0.1%	236
2021 Q2	$2.64M	Buy	98,174 +53,626	+120%	+$1.39M	0.32%	81
2021 Q1	$1.09M	Buy	44,548 +16,110	+57%	+$372K	0.18%	144
2020 Q4	$538K	Buy	28,438 +6,930	+32%	+$119K	0.11%	187
2020 Q3	$325K	Sell	21,508 -1,588	-7%	-$28.2K	0.16%	136
2020 Q2	$423K	Buy	23,096 +21,416	+1,275%	+$398K	0.23%	104
2020 Q1	$24.4K	Buy	1,680 +304	+22%	+$7.21K	0.02%	447
2019 Q4	$37.8K	Buy	+1,376	New	+$40.8K	0.02%	349

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

Arkadios Wealth Advisors's XLE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.46% in Q2 2026, buying an estimated $51.9K and bringing the position to 198,251 shares worth $10.5M. The position accounts for 0.16% of the portfolio, ranked #146.

Arkadios Wealth Advisors first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.1M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Arkadios Wealth Advisors held 198,251 shares of State Street Energy Select Sector SPDR ETF worth $10.5M as of Q2 2026.
Arkadios Wealth Advisors bought 907 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $51.9K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Arkadios Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $12.1M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.