Client 1st Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Client 1st 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	$868K	Buy	16,342 +237	+1%	+$13.6K	0.23%	55
2026 Q1	$987K	Buy	16,105 +376	+2%	+$20.2K	0.3%	44
2025 Q4	$703K	Buy	15,729 +965	+7%	+$43K	0.22%	57
2025 Q3	$660K	Buy	14,764 +1,126	+8%	+$49.3K	0.22%	56
2025 Q2	$578K	Buy	13,638 +300	+2%	+$12.5K	0.21%	59
2025 Q1	$623K	Buy	13,338 +792	+6%	+$35.7K	0.24%	55
2024 Q4	$537K	Sell	12,546 -1,056	-8%	-$48K	0.21%	61
2024 Q3	$597K	Sell	13,602 -3,368	-20%	-$151K	0.24%	50
2024 Q2	$773K	Sell	16,970 -1,256	-7%	-$58.5K	0.33%	40
2024 Q1	$860K	Sell	18,226 -1,962	-10%	-$84.3K	0.39%	36
2023 Q4	$846K	Sell	20,188 -4,394	-18%	-$188K	0.41%	34
2023 Q3	$1.11M	Sell	24,582 -14,848	-38%	-$650K	0.59%	29
2023 Q2	$1.6M	Sell	39,430 -9,164	-19%	-$373K	0.84%	27
2023 Q1	$2.01M	Sell	48,594 -14,244	-23%	-$609K	1.09%	19
2022 Q4	$2.75M	Sell	62,838 -16,266	-21%	-$708K	1.61%	16
2022 Q3	$2.85M	Sell	79,104 -8,070	-9%	-$305K	1.77%	17
2022 Q2	$3.12M	Sell	87,174 -8,820	-9%	-$354K	1.85%	17
2022 Q1	$3.67M	Sell	95,994 -1,606	-2%	-$55.6K	1.79%	16
2021 Q4	$2.71M	Buy	97,600 +866	+0.9%	+$24.5K	1.32%	18
2021 Q3	$2.52M	Buy	96,734 +24,758	+34%	+$613K	1.29%	17
2021 Q2	$1.94M	Buy	+71,976	New	+$1.87M	1.01%	24

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Client 1st Advisory Group's XLE Position: Q2 2026 in Review

Client 1st Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 16,342 shares worth $868K. The position accounts for 0.23% of the portfolio, ranked #55.

Client 1st Advisory Group first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.67M in Q1 2022. 452 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Client 1st Advisory Group held 16,342 shares of State Street Energy Select Sector SPDR ETF worth $868K as of Q2 2026.
Client 1st Advisory Group bought 237 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.6K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Client 1st Advisory Group's portfolio in Q2 2026, its #55 holding.
Client 1st Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Client 1st Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $3.67M in Q1 2022.
452 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.