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

Centerpoint 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	$284K	Hold	5,350	–	–	0.18%	95
2026 Q1	$328K	Buy	5,350 +400	+8%	+$21.5K	0.25%	76
2025 Q4	$221K	Buy	4,950 +30	+0.6%	+$1.34K	0.17%	95
2025 Q3	$220K	Buy	4,920 +34	+0.7%	+$1.49K	0.17%	99
2025 Q2	$207K	Sell	4,886 -1,200	-20%	-$50K	0.18%	96
2025 Q1	$284K	Hold	6,086	–	–	0.28%	78
2024 Q4	$261K	Buy	+6,086	New	+$277K	0.25%	78

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 Advisory Group's XLE Position: Q2 2026 in Review

Centerpoint Advisory Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,350 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #95.

Centerpoint Advisory Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $328K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Centerpoint Advisory Group held 5,350 shares of State Street Energy Select Sector SPDR ETF worth $284K as of Q2 2026.
Centerpoint Advisory Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.18% of Centerpoint Advisory Group's portfolio in Q2 2026, its #95 holding.
Centerpoint Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $328K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.