Aurora Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aurora Private Wealth’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	$496K	Sell	9,337 -1,473	-14%	-$84.2K	0.31%	75
2026 Q1	$487K	Sell	10,810 -70	-0.6%	-$3.75K	0.35%	67
2025 Q4	$490K	Buy	+10,880	New	+$485K	0.32%	74
2025 Q2	$533K	Sell	12,576 -280	-2%	-$11.7K	0.39%	62
2025 Q1	$601K	Sell	12,856 -4,856	-27%	-$219K	0.48%	57
2024 Q4	$759K	Sell	17,712 -2,078	-11%	-$94.4K	0.57%	49
2024 Q3	$869K	Sell	19,790 -1,262	-6%	-$56.4K	0.68%	41
2024 Q2	$959K	Sell	21,052 -1,258	-6%	-$58.6K	0.84%	32
2024 Q1	$1.06M	Buy	22,310 +510	+2%	+$21.9K	0.92%	29
2023 Q4	$914K	Sell	21,800 -226	-1%	-$9.66K	0.86%	31
2023 Q3	$996K	Buy	22,026 +632	+3%	+$27.7K	1.1%	21
2023 Q2	$868K	Sell	21,394 -590	-3%	-$24K	0.99%	29
2023 Q1	$910K	Buy	21,984 +140	+0.6%	+$5.99K	0.97%	29
2022 Q4	$955K	Sell	21,844 -554	-2%	-$24.1K	1.09%	24
2022 Q3	$807K	Sell	22,398 -7,692	-26%	-$291K	0.37%	43
2022 Q2	$1.08M	Sell	30,090 -5,028	-14%	-$202K	0.49%	38
2022 Q1	$1.34M	Sell	35,118 -1,308	-4%	-$45.3K	0.55%	32
2021 Q4	$1.01M	Sell	36,426 -8,272	-19%	-$234K	0.44%	43
2021 Q3	$1.16M	Buy	44,698 +386	+0.9%	+$9.56K	0.47%	43
2021 Q2	$1.19M	Buy	44,312 +5,542	+14%	+$144K	0.48%	45
2021 Q1	$951K	Buy	38,770 +9,880	+34%	+$228K	0.39%	56
2020 Q4	$547K	Sell	28,890 -1,900	-6%	-$32.7K	0.23%	95
2020 Q3	$461K	Sell	30,790 -10,002	-25%	-$178K	0.2%	97
2020 Q2	$772K	Buy	40,792 +14,354	+54%	+$267K	0.36%	58
2020 Q1	$384K	Buy	+26,438	New	+$627K	0.14%	146

Other funds holding XLE

FMI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aurora Private Wealth's XLE Position: Q2 2026 in Review

Aurora Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $84.2K and leaving 9,337 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #75.

Aurora Private Wealth first reported a position in XLE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q1 2022. 776 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aurora Private Wealth held 9,337 shares of State Street Energy Select Sector SPDR ETF worth $496K as of Q2 2026.
Aurora Private Wealth sold 1,473 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $84.2K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Aurora Private Wealth's portfolio in Q2 2026, its #75 holding.
Aurora Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Aurora Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2022.
776 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.