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

Centerpoint 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	$124K	Hold	2,330	–	–	0.04%	106
2026 Q1	$143K	Hold	2,330	–	–	0.05%	101
2025 Q4	$104K	Hold	2,330	–	–	0.03%	120
2025 Q3	$104K	Sell	2,330 -344	-13%	-$15.1K	0.03%	120
2025 Q2	$113K	Hold	2,674	–	–	0.04%	110
2025 Q1	$125K	Hold	2,674	–	–	0.05%	109
2024 Q4	$115K	Sell	2,674 -392	-13%	-$17.8K	0.04%	115
2024 Q3	$135K	Hold	3,066	–	–	0.05%	107
2024 Q2	$140K	Sell	3,066 -320	-9%	-$14.9K	0.05%	101
2024 Q1	$160K	Buy	3,386 +1,986	+142%	+$85.3K	0.06%	97
2023 Q4	$59K	Buy	1,400 +850	+155%	+$36.3K	0.02%	143
2023 Q3	$25K	Hold	550	–	–	0.01%	206
2023 Q2	$22K	Hold	550	–	–	0.01%	234
2023 Q1	$23K	Sell	550 -276	-33%	-$11.8K	0.01%	241
2022 Q4	$36K	Buy	826 +808	+4,489%	+$35.2K	0.02%	166
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	372
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	380
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	391
2021 Q4	$0	Hold	18	–	–	﹤0.01%	472
2021 Q3	$0	Buy	+18	New	+$446	﹤0.01%	321

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

Centerpoint Advisors's XLE Position: Q2 2026 in Review

Centerpoint Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,330 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #106.

Centerpoint Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $160K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Centerpoint Advisors held 2,330 shares of State Street Energy Select Sector SPDR ETF worth $124K as of Q2 2026.
Centerpoint Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Centerpoint Advisors's portfolio in Q2 2026, its #106 holding.
Centerpoint Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Centerpoint Advisors's State Street Energy Select Sector SPDR ETF position peaked at $160K in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.