Avestar Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avestar Capital’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
2023 Q2	–	Sell	-10,000	Closed	-$414K	–	368
2023 Q1	$414K	Sell	10,000 -40,000	-80%	-$1.71M	0.07%	171
2022 Q4	$2.19M	Hold	50,000	–	–	0.4%	46
2022 Q3	$1.8M	Buy	+50,000	New	+$1.89M	0.46%	43

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Avestar Capital's XLE Position: Q2 2026 in Review

Avestar Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, buying an estimated $6.06K and bringing the position to 5,277 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #476.

Avestar Capital first reported a position in XLE in Q4 2017 and has held it in 23 quarters since. The position peaked at $381K in Q2 2024. 2,041 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Avestar Capital held 5,277 shares of State Street Energy Select Sector SPDR ETF worth $280K as of Q2 2026.
Avestar Capital bought 106 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.06K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #476 holding.
Avestar Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
Avestar Capital's State Street Energy Select Sector SPDR ETF position peaked at $381K in Q2 2024.
2,041 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.