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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 		$28.3K Sell
528
-51,872
-99% -$2.97M ﹤0.01% 890
2026
Q1 		$32.5K Buy
+52,400
New +$2.81M ﹤0.01% 848

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
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
CA
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

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. 560 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.
  • 560 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.