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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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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. 868 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.
  • 868 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.