Bragg Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bragg Financial 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	$258K	Buy	4,860 +206	+4%	+$11.8K	0.01%	345
2026 Q1	$285K	Buy	4,654 +48	+1%	+$2.58K	0.01%	327
2025 Q4	$206K	Buy	4,606 +30	+0.7%	+$1.34K	0.01%	345
2025 Q3	$204K	Buy	+4,576	New	+$200K	0.01%	341
2025 Q2	–	Sell	-6,200	Closed	-$290K	–	348
2025 Q1	$290K	Buy	+6,200	New	+$280K	0.01%	298
2024 Q2	–	Sell	-4,568	Closed	-$216K	–	323
2024 Q1	$216K	Sell	4,568 -470	-9%	-$20.2K	0.01%	316
2023 Q4	$211K	Buy	5,038 +200	+4%	+$8.55K	0.01%	309
2023 Q3	$219K	Sell	4,838 -202	-4%	-$8.84K	0.01%	304
2023 Q2	$205K	Buy	+5,040	New	+$205K	0.01%	320

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

Bragg Financial Advisors's XLE Position: Q2 2026 in Review

Bragg Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,860 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #345.

Bragg Financial Advisors first reported a position in XLE in Q2 2023 and has held it in 9 quarters since. The position peaked at $290K in Q1 2025. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bragg Financial Advisors held 4,860 shares of State Street Energy Select Sector SPDR ETF worth $258K as of Q2 2026.
Bragg Financial Advisors bought 206 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #345 holding.
Bragg Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 9 quarters since.
Bragg Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $290K in Q1 2025.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.