Aull & Monroe Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aull & Monroe Investment Management’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	$204K	Hold	3,850	–	–	0.09%	125
2026 Q1	$236K	Buy	+3,850	New	+$207K	0.11%	115
2025 Q3	–	Sell	-5,110	Closed	-$217K	–	127
2025 Q2	$217K	Sell	5,110 -800	-14%	-$33.3K	0.12%	118
2025 Q1	$276K	Hold	5,910	–	–	0.14%	108
2024 Q4	$253K	Hold	5,910	–	–	0.13%	110
2024 Q3	$259K	Hold	5,910	–	–	0.12%	116
2024 Q2	$269K	Buy	5,910 +200	+4%	+$9.31K	0.13%	107
2024 Q1	$270K	Hold	5,710	–	–	0.12%	111
2023 Q4	$239K	Hold	5,710	–	–	0.12%	115
2023 Q3	$258K	Hold	5,710	–	–	0.13%	110
2023 Q2	$232K	Hold	5,710	–	–	0.12%	120
2023 Q1	$236K	Hold	5,710	–	–	0.12%	117
2022 Q4	$250K	Sell	5,710 -2,470	-30%	-$108K	0.12%	112
2022 Q3	$295K	Sell	8,180 -5,900	-42%	-$223K	0.16%	101
2022 Q2	$504K	Buy	14,080 +1,004	+8%	+$40.3K	0.26%	81
2022 Q1	$500K	Sell	13,076 -4,930	-27%	-$171K	0.23%	89
2021 Q4	$500K	Hold	18,006	–	–	0.22%	90
2021 Q3	$469K	Buy	18,006 +490	+3%	+$12.1K	0.23%	90
2021 Q2	$472K	Buy	+17,516	New	+$455K	0.22%	89

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Aull & Monroe Investment Management's XLE Position: Q2 2026 in Review

Aull & Monroe Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,850 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #125.

Aull & Monroe Investment Management first reported a position in XLE in Q2 2021 and has held it in 19 quarters since. The position peaked at $504K in Q2 2022. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aull & Monroe Investment Management held 3,850 shares of State Street Energy Select Sector SPDR ETF worth $204K as of Q2 2026.
Aull & Monroe Investment Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #125 holding.
Aull & Monroe Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Aull & Monroe Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $504K in Q2 2022.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.