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

ARS Wealth Advisors Group’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	$290K	Sell	5,464 -427	-7%	-$24.4K	0.02%	186
2026 Q1	$361K	Sell	5,891 -400	-6%	-$21.5K	0.03%	144
2025 Q4	$281K	Sell	6,291 -171	-3%	-$7.62K	0.03%	153
2025 Q3	$289K	Buy	6,462 +542	+9%	+$23.7K	0.03%	148
2025 Q2	$251K	Sell	5,920 -400	-6%	-$16.7K	0.03%	155
2025 Q1	$295K	Sell	6,320 -180	-3%	-$8.12K	0.04%	122
2024 Q4	$278K	Sell	6,500 -598	-8%	-$27.2K	0.04%	130
2024 Q3	$312K	Buy	7,098 +566	+9%	+$25.3K	0.04%	130
2024 Q2	$298K	Sell	6,532 -6	-0.1%	-$279	0.04%	126
2024 Q1	$309K	Buy	6,538 +1,360	+26%	+$58.4K	0.04%	124
2023 Q4	$217K	Buy	+5,178	New	+$221K	0.03%	147

Other funds holding XLE

FMI

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ARS Wealth Advisors Group's XLE Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.2% in Q2 2026, selling an estimated $24.4K and leaving 5,464 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #186.

ARS Wealth Advisors Group first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $361K in Q1 2026. 878 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

ARS Wealth Advisors Group held 5,464 shares of State Street Energy Select Sector SPDR ETF worth $290K as of Q2 2026.
ARS Wealth Advisors Group sold 427 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #186 holding.
ARS Wealth Advisors Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
ARS Wealth Advisors Group's State Street Energy Select Sector SPDR ETF position peaked at $361K in Q1 2026.
878 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.