B. Riley Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

B. Riley Wealth Advisors’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	$1.32M	Buy	24,617 +4,379	+22%	+$250K	0.07%	248
2026 Q1	$1.25M	Sell	20,238 -56,698	-74%	-$3.04M	0.08%	244
2025 Q4	$3.44M	Sell	76,936 -11,744	-13%	-$523K	0.16%	140
2025 Q3	$3.96M	Sell	88,680 -7,792	-8%	-$341K	0.18%	114
2025 Q2	$4.09M	Buy	+96,472	New	+$4.02M	0.19%	112
2024 Q4	$5.93M	Sell	138,456 -16,302	-11%	-$741K	0.19%	117
2024 Q3	$6.98M	Sell	154,758 -111,560	-42%	-$4.99M	0.19%	115
2024 Q2	$12.1M	Sell	266,318 -27,234	-9%	-$1.27M	0.31%	62
2024 Q1	$13.3M	Buy	293,552 +2,338	+0.8%	+$100K	0.36%	57
2023 Q4	$12.2M	Sell	291,214 -2,338	-0.8%	-$100K	0.33%	56
2023 Q3	$13.3M	Buy	293,552 +1,350	+0.5%	+$59.1K	0.36%	57
2023 Q2	$11.9M	Sell	292,202 -9,962	-3%	-$406K	0.27%	80
2023 Q1	$12.5M	Buy	302,164 +8,622	+3%	+$369K	0.33%	62
2022 Q4	$12.8M	Buy	293,542 +12,156	+4%	+$529K	0.36%	62
2022 Q3	$10.1M	Sell	281,386 -526	-0.2%	-$19.9K	0.31%	73
2022 Q2	$10.1M	Sell	281,912 -18,352	-6%	-$736K	0.42%	50
2022 Q1	$11.5M	Buy	300,264 +154,710	+106%	+$5.36M	0.38%	51
2021 Q4	$4.04M	Buy	145,554 +8,648	+6%	+$244K	0.12%	187
2021 Q3	$3.57M	Buy	136,906 +13,452	+11%	+$333K	0.11%	202
2021 Q2	$3.32M	Buy	123,454 +6,468	+6%	+$168K	0.11%	218
2021 Q1	$2.87M	Buy	116,986 +35,634	+44%	+$822K	0.1%	227
2020 Q4	$1.54M	Buy	81,352 +7,124	+10%	+$123K	0.08%	242
2020 Q3	$1.13M	Sell	74,228 -3,492	-4%	-$62K	0.06%	291
2020 Q2	$1.47M	Buy	77,720 +30,734	+65%	+$572K	0.1%	211
2020 Q1	$683K	Buy	46,986 +8,248	+21%	+$196K	0.06%	312
2019 Q4	$1.16M	Sell	38,738 -9,400	-20%	-$279K	0.1%	221
2019 Q3	$1.43M	Buy	48,138 +10,092	+27%	+$305K	0.14%	164
2019 Q2	$1.21M	Sell	38,046 -3,028	-7%	-$96.9K	0.13%	167
2019 Q1	$1.36M	Sell	41,074 -2,926	-7%	-$94K	0.17%	132
2018 Q4	$1.26M	Sell	44,000 -3,792	-8%	-$127K	0.18%	130
2018 Q3	$1.81M	Sell	47,792 -11,550	-19%	-$433K	0.22%	103
2018 Q2	$2.25M	Buy	59,342 +2,366	+4%	+$87.9K	0.3%	74
2018 Q1	$1.92M	Sell	56,976 -94	-0.2%	-$3.33K	0.27%	93
2017 Q4	$2.06M	Buy	57,070 +7,938	+16%	+$273K	0.28%	97
2017 Q3	$1.68M	Buy	49,132 +8,828	+22%	+$287K	0.28%	94
2017 Q2	$1.31M	Buy	40,304 +1,492	+4%	+$50.1K	0.24%	120
2017 Q1	$1.36M	Sell	38,812 -13,386	-26%	-$484K	0.27%	99
2016 Q4	$1.97M	Sell	52,198 -35,898	-41%	-$1.3M	0.4%	62
2016 Q3	$2.56M	Buy	88,096 +8,796	+11%	+$301K	0.5%	39
2016 Q2	$2.46M	Buy	79,300 +21,508	+37%	+$710K	0.49%	42
2016 Q1	$1.79M	Sell	57,792 -7,880	-12%	-$229K	0.41%	58
2015 Q4	$1.98M	Buy	65,672 +1,852	+3%	+$61K	0.4%	60
2015 Q3	$1.95M	Buy	63,820 +25,732	+68%	+$867K	0.47%	43
2015 Q2	$1.43M	Sell	38,088 -10,918	-22%	-$433K	0.36%	65
2015 Q1	$1.9M	Buy	49,006 +3,702	+8%	+$143K	0.46%	43
2014 Q4	$8.13K	Buy	45,304 +24,354	+116%	+$1.01M	0.17%	131
2014 Q3	$949K	Sell	20,950 -21,566	-51%	-$1.04M	0.25%	98
2014 Q2	$1.07M	Buy	42,516 +19,694	+86%	+$932K	0.25%	80
2014 Q1	$1.02M	Buy	22,822 +556	+2%	+$24K	0.31%	68
2013 Q4	$985K	Buy	22,266 +358	+2%	+$15.4K	0.31%	75
2013 Q3	$908K	Sell	21,908 -450	-2%	-$18.5K	0.31%	72
2013 Q2	$875K	Buy	+22,358	New	+$886K	0.3%	73

Other funds holding XLE

FMI

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

B. Riley Wealth Advisors's XLE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q2 2026, buying an estimated $250K and bringing the position to 24,617 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #248.

B. Riley Wealth Advisors first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.3M in Q1 2024. 482 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

B. Riley Wealth Advisors held 24,617 shares of State Street Energy Select Sector SPDR ETF worth $1.32M as of Q2 2026.
B. Riley Wealth Advisors bought 4,379 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $250K.
State Street Energy Select Sector SPDR ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #248 holding.
B. Riley Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $13.3M in Q1 2024.
482 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.