Blue Zone Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Blue Zone 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	$465K	Buy	8,750 +114	+1%	+$6.52K	0.08%	84
2026 Q1	$529K	Buy	8,636 +118	+1%	+$6.33K	0.11%	81
2025 Q4	$381K	Buy	8,518 +160	+2%	+$7.13K	0.07%	102
2025 Q3	$373K	Sell	8,358 -186	-2%	-$8.14K	0.07%	99
2025 Q2	$362K	Sell	8,544 -192	-2%	-$8K	0.09%	83
2025 Q1	$408K	Buy	8,736 +38	+0.4%	+$1.71K	0.11%	76
2024 Q4	$373K	Buy	8,698 +82	+1%	+$3.73K	0.11%	79
2024 Q3	$378K	Buy	8,616 +520	+6%	+$23.2K	0.12%	73
2024 Q2	$369K	Buy	+8,096	New	+$377K	0.13%	69
2023 Q2	–	Sell	-6,644	Closed	-$275K	–	85
2023 Q1	$275K	Sell	6,644 -78	-1%	-$3.33K	0.15%	65
2022 Q4	$294K	Buy	6,722 +134	+2%	+$5.83K	0.16%	68
2022 Q3	$237K	Sell	6,588 -1,300	-16%	-$49.2K	0.12%	76
2022 Q2	$282K	Buy	7,888 +352	+5%	+$14.1K	0.13%	74
2022 Q1	$288K	Buy	+7,536	New	+$261K	0.11%	81

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

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

Blue Zone Wealth Advisors's XLE Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2026, buying an estimated $6.52K and bringing the position to 8,750 shares worth $465K. The position accounts for 0.08% of the portfolio, ranked #84.

Blue Zone Wealth Advisors first reported a position in XLE in Q1 2022 and has held it in 14 quarters since. The position peaked at $529K in Q1 2026. 530 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Blue Zone Wealth Advisors held 8,750 shares of State Street Energy Select Sector SPDR ETF worth $465K as of Q2 2026.
Blue Zone Wealth Advisors bought 114 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.52K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Blue Zone Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Blue Zone Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $529K in Q1 2026.
530 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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