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

Doliver 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	$307K	Sell	5,786 -33	-0.6%	-$1.89K	0.07%	162
2026 Q1	$356K	Sell	5,819 -601	-9%	-$32.2K	0.08%	140
2025 Q4	$287K	Sell	6,420 -430	-6%	-$19.1K	0.07%	157
2025 Q3	$306K	Sell	6,850 -90	-1%	-$3.94K	0.08%	156
2025 Q2	$294K	Sell	6,940 -20	-0.3%	-$833	0.08%	144
2025 Q1	$325K	Sell	6,960 -384	-5%	-$17.3K	0.09%	130
2024 Q4	$315K	Sell	7,344 -650	-8%	-$29.5K	0.09%	129
2024 Q3	$351K	Buy	7,994 +2	+0%	+$89	0.1%	115
2024 Q2	$364K	Sell	7,992 -200	-2%	-$9.31K	0.1%	110
2024 Q1	$387K	Sell	8,192 -200	-2%	-$8.59K	0.11%	111
2023 Q4	$352K	Hold	8,392	–	–	0.11%	113
2023 Q3	$379K	Sell	8,392 -300	-3%	-$13.1K	0.11%	107
2023 Q2	$353K	Sell	8,692 -310	-3%	-$12.6K	0.11%	123
2023 Q1	$373K	Buy	+9,002	New	+$385K	0.12%	109

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Doliver Advisors's XLE Position: Q2 2026 in Review

Doliver Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.57% in Q2 2026, selling an estimated $1.89K and leaving 5,786 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #162.

Doliver Advisors first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $387K in Q1 2024. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Doliver Advisors held 5,786 shares of State Street Energy Select Sector SPDR ETF worth $307K as of Q2 2026.
Doliver Advisors sold 33 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.89K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Doliver Advisors's portfolio in Q2 2026, its #162 holding.
Doliver Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Doliver Advisors's State Street Energy Select Sector SPDR ETF position peaked at $387K in Q1 2024.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.