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

Atala Financial’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	$311K	Hold	5,850	–	–	0.19%	99
2026 Q1	$347K	Buy	+5,850	New	+$314K	0.23%	88
2025 Q3	–	Sell	-5,850	Closed	-$248K	–	138
2025 Q2	$248K	Sell	5,850 -3,980	-40%	-$166K	0.17%	109
2025 Q1	$459K	Sell	9,830 -1,140	-10%	-$51.4K	0.33%	69
2024 Q4	$470K	Buy	+10,970	New	+$499K	0.33%	67

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Atala Financial's XLE Position: Q2 2026 in Review

Atala Financial held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,850 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #99.

Atala Financial first reported a position in XLE in Q4 2024 and has held it in 5 quarters since. The position peaked at $470K in Q4 2024. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Atala Financial held 5,850 shares of State Street Energy Select Sector SPDR ETF worth $311K as of Q2 2026.
Atala Financial left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.19% of Atala Financial's portfolio in Q2 2026, its #99 holding.
Atala Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Atala Financial's State Street Energy Select Sector SPDR ETF position peaked at $470K in Q4 2024.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.