Blackston Financial Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Blackston Financial Advisory Group’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	$362K	Sell	6,820 -14	-0.2%	-$800	0.2%	71
2026 Q1	$419K	Buy	6,834 +156	+2%	+$8.37K	0.26%	55
2025 Q4	$299K	Sell	6,678 -874	-12%	-$38.9K	0.18%	71
2025 Q3	$337K	Sell	7,552 -4,718	-38%	-$207K	0.2%	61
2025 Q2	$520K	Sell	12,270 -444	-3%	-$18.5K	0.33%	45
2025 Q1	$594K	Sell	12,714 -1,156	-8%	-$52.1K	0.4%	39
2024 Q4	$594K	Buy	13,870 +2,174	+19%	+$98.8K	0.3%	53
2024 Q3	$513K	Buy	+11,696	New	+$523K	0.27%	60
2024 Q2	–	Sell	-11,694	Closed	-$552K	–	108
2024 Q1	$552K	Sell	11,694 -3,784	-24%	-$163K	0.37%	34
2023 Q4	$649K	Sell	15,478 -5,042	-25%	-$216K	0.41%	35
2023 Q3	$927K	Buy	+20,520	New	+$898K	0.65%	26

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

Blackston Financial Advisory Group's XLE Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.2% in Q2 2026, selling an estimated $800 and leaving 6,820 shares worth $362K. The position accounts for 0.2% of the portfolio, ranked #71.

Blackston Financial Advisory Group first reported a position in XLE in Q3 2023 and has held it in 11 quarters since. The position peaked at $927K in Q3 2023. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Blackston Financial Advisory Group held 6,820 shares of State Street Energy Select Sector SPDR ETF worth $362K as of Q2 2026.
Blackston Financial Advisory Group sold 14 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $800.
State Street Energy Select Sector SPDR ETF made up 0.2% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #71 holding.
Blackston Financial Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Blackston Financial Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $927K in Q3 2023.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.