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

Demars 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	$745K	Sell	14,019 -2	-0%	-$114	0.21%	56
2026 Q1	$859K	Sell	14,021 -606	-4%	-$32.5K	0.28%	44
2025 Q4	$654K	Sell	14,627 -575	-4%	-$25.6K	0.22%	47
2025 Q3	$679K	Sell	15,202 -2,768	-15%	-$121K	0.24%	44
2025 Q2	$762K	Sell	17,970 -7,992	-31%	-$333K	0.29%	33
2025 Q1	$1.21M	Sell	25,962 -740	-3%	-$33.4K	0.51%	20
2024 Q4	$1.14M	Sell	26,702 -197,268	-88%	-$8.96M	0.5%	20
2024 Q3	$9.83M	Buy	223,970 +4,962	+2%	+$222K	4.48%	5
2024 Q2	$9.98M	Buy	219,008 +7,052	+3%	+$328K	4.78%	6
2024 Q1	$10M	Buy	211,956 +7,960	+4%	+$342K	4.93%	6
2023 Q4	$8.55M	Buy	+203,996	New	+$8.72M	4.57%	6

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

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

Demars Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.01% in Q2 2026, selling an estimated $114 and leaving 14,019 shares worth $745K. The position accounts for 0.21% of the portfolio, ranked #56.

Demars Financial Group first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Demars Financial Group held 14,019 shares of State Street Energy Select Sector SPDR ETF worth $745K as of Q2 2026.
Demars Financial Group sold 2 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $114.
State Street Energy Select Sector SPDR ETF made up 0.21% of Demars Financial Group's portfolio in Q2 2026, its #56 holding.
Demars Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Demars Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $10M 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 Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.