Armis Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Armis Advisers’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	$1.49M	Buy	28,123 +3,544	+14%	+$203K	0.14%	122
2026 Q1	$1.42M	Buy	24,579 +2,941	+14%	+$158K	0.14%	120
2025 Q4	$1.28M	Buy	21,638 +3,880	+22%	+$173K	0.14%	113
2025 Q3	$783K	Sell	17,758 -396	-2%	-$17.3K	0.07%	153
2025 Q2	$809K	Buy	18,154 +1,042	+6%	+$43.4K	0.06%	218
2025 Q1	$689K	Buy	17,112 +12,272	+254%	+$553K	0.06%	219
2024 Q4	$207K	Buy	+4,840	New	+$220K	0.03%	340

Other funds holding XLE

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

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

Armis Advisers's XLE Position: Q2 2026 in Review

Armis Advisers increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $203K and bringing the position to 28,123 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #122.

Armis Advisers first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Armis Advisers held 28,123 shares of State Street Energy Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Armis Advisers bought 3,544 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Armis Advisers's portfolio in Q2 2026, its #122 holding.
Armis Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.