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

Brandywine Financial 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	$689	Buy	8,289 +8,274	+55,160%	+$473K	8.22%	2
2026 Q1	$919	Buy	+15	New	+$805	﹤0.01%	36

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Brandywine Financial Group's XLE Position: Q2 2026 in Review

Brandywine Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 55,160% in Q2 2026, buying an estimated $473K and bringing the position to 8,289 shares worth $689. The position accounts for 8.22% of the portfolio, ranked #2.

Brandywine Financial Group first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $919 in Q1 2026. 1,268 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Brandywine Financial Group held 8,289 shares of State Street Energy Select Sector SPDR ETF worth $689 as of Q2 2026.
Brandywine Financial Group bought 8,274 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $473K.
State Street Energy Select Sector SPDR ETF made up 8.22% of Brandywine Financial Group's portfolio in Q2 2026, its #2 holding.
Brandywine Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Brandywine Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $919 in Q1 2026.
1,268 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.