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

Clarity Financial’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	$265K	Sell	4,982 -221	-4%	-$12.6K	0.02%	110
2026 Q1	$319K	Sell	5,203 -1,645	-24%	-$88.2K	0.03%	84
2025 Q4	$306K	Sell	6,848 -212	-3%	-$9.44K	0.03%	89
2025 Q3	$315K	Sell	7,060 -404	-5%	-$17.7K	0.03%	91
2025 Q2	$316K	Buy	7,464 +2,980	+66%	+$124K	0.03%	90
2025 Q1	$209K	Sell	4,484 -237,062	-98%	-$10.7M	0.02%	102
2024 Q4	$10.3M	Buy	241,546 +13,566	+6%	+$617K	1.24%	30
2024 Q3	$10M	Sell	227,980 -7,950	-3%	-$355K	1.16%	28
2024 Q2	$10.8M	Buy	235,930 +28,016	+13%	+$1.3M	1.59%	26
2024 Q1	$9.81M	Buy	207,914 +1,168	+0.6%	+$50.2K	1.48%	27
2023 Q4	$8.67M	Buy	206,746 +123,022	+147%	+$5.26M	1.5%	24
2023 Q3	$3.78M	Sell	83,724 -11,448	-12%	-$501K	0.64%	38
2023 Q2	$3.86M	Buy	+95,172	New	+$3.88M	0.55%	40
2023 Q1	–	Sell	-6,118	Closed	-$268K	–	97
2022 Q4	$268K	Sell	6,118 -201,666	-97%	-$8.78M	0.05%	87
2022 Q3	$7.48M	Buy	207,784 +84,496	+69%	+$3.2M	1.75%	13
2022 Q2	$4.41M	Sell	123,288 -56,810	-32%	-$2.28M	0.96%	31
2022 Q1	$6.88M	Sell	180,098 -128,858	-42%	-$4.46M	1.39%	25
2021 Q4	$8.57M	Buy	308,956 +79,350	+35%	+$2.24M	1.34%	23
2021 Q3	$5.98M	Buy	229,606 +101,012	+79%	+$2.5M	0.97%	31
2021 Q2	$3.46M	Sell	128,594 -127,694	-50%	-$3.32M	0.67%	39
2021 Q1	$6.29M	Buy	256,288 +39,634	+18%	+$914K	1.27%	16
2020 Q4	$4.11M	Buy	+216,654	New	+$3.73M	0.98%	30

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

Clarity Financial's XLE Position: Q2 2026 in Review

Clarity Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q2 2026, selling an estimated $12.6K and leaving 4,982 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #110.

Clarity Financial first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.8M in Q2 2024. 1,268 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clarity Financial held 4,982 shares of State Street Energy Select Sector SPDR ETF worth $265K as of Q2 2026.
Clarity Financial sold 221 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12.6K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Clarity Financial's portfolio in Q2 2026, its #110 holding.
Clarity Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Clarity Financial's State Street Energy Select Sector SPDR ETF position peaked at $10.8M in Q2 2024.
1,268 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.