Avidian Wealth Enterprises’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avidian Wealth Enterprises’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
2022 Q1	–	Sell	-262,600	Closed	-$9.38M	–	583
2021 Q4	$9.38M	Buy	+262,600	New	+$7.42M	0.58%	37
2020 Q3	–	Sell	-600	Closed	-$2K	–	308
2020 Q2	$2K	Buy	+600	New	+$11.2K	﹤0.01%	256

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

Avidian Wealth Enterprises's XLE Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.45% in Q2 2026, selling an estimated $5.55K and leaving 21,429 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #295.

Avidian Wealth Enterprises first reported a position in XLE in Q4 2013 and has held it in 40 quarters since. The position peaked at $20.1M in Q2 2014. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Avidian Wealth Enterprises held 21,429 shares of State Street Energy Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Avidian Wealth Enterprises sold 97 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.55K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #295 holding.
Avidian Wealth Enterprises first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 40 quarters since.
Avidian Wealth Enterprises's State Street Energy Select Sector SPDR ETF position peaked at $20.1M in Q2 2014.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.