Dynamic Advisor Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dynamic Advisor Solutions’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	$3.92M	Sell	73,811 -8,372	-10%	-$479K	0.11%	196
2026 Q1	$5.03M	Buy	82,183 +3,979	+5%	+$213K	0.16%	146
2025 Q4	$3.5M	Sell	78,204 -13,492	-15%	-$601K	0.11%	195
2025 Q3	$4.1M	Buy	91,696 +3,184	+4%	+$139K	0.12%	193
2025 Q2	$3.75M	Sell	88,512 -19,070	-18%	-$794K	0.12%	202
2025 Q1	$5.03M	Buy	+107,582	New	+$4.85M	0.17%	151
2024 Q4	–	Sell	-82,558	Closed	-$3.62M	–	936
2024 Q3	$3.62M	Sell	82,558 -4,562	-5%	-$204K	0.11%	213
2024 Q2	$3.97M	Buy	87,120 +2,190	+3%	+$102K	0.13%	196
2024 Q1	$4.01M	Sell	84,930 -14,568	-15%	-$626K	0.14%	192
2023 Q4	$4.21M	Sell	99,498 -1,632	-2%	-$69.8K	0.16%	177
2023 Q3	$4.57M	Buy	101,130 +156	+0.2%	+$6.83K	0.22%	129
2023 Q2	$4.1M	Buy	100,974 +402	+0.4%	+$16.4K	0.21%	139
2023 Q1	$4.17M	Buy	100,572 +25,862	+35%	+$1.11M	0.24%	114
2022 Q4	$3.27M	Sell	74,710 -798	-1%	-$34.7K	0.22%	114
2022 Q3	$2.72M	Sell	75,508 -11,178	-13%	-$423K	0.21%	121
2022 Q2	$3.1M	Sell	86,686 -8,556	-9%	-$343K	0.24%	99
2022 Q1	$3.64M	Buy	95,242 +30,920	+48%	+$1.07M	0.25%	95
2021 Q4	$1.78M	Sell	64,322 -54,580	-46%	-$1.54M	0.13%	177
2021 Q3	$3.1M	Buy	118,902 +19,132	+19%	+$474K	0.23%	103
2021 Q2	$2.69M	Buy	99,770 +23,068	+30%	+$600K	0.21%	118
2021 Q1	$1.88M	Buy	+76,702	New	+$1.77M	0.17%	146
2020 Q3	–	Sell	-66,734	Closed	-$1.26M	–	653
2020 Q2	$1.26M	Buy	+66,734	New	+$1.24M	0.17%	150
2020 Q1	–	Sell	-104,912	Closed	-$3.15M	–	605
2019 Q4	$3.15M	Buy	+104,912	New	+$3.11M	0.43%	59
2014 Q1	–	Sell	-11,234	Closed	-$497K	–	219
2013 Q4	$497K	Buy	+11,234	New	+$484K	0.37%	95

Other funds holding XLE

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

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Dynamic Advisor Solutions's XLE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $479K and leaving 73,811 shares worth $3.92M. The position accounts for 0.11% of the portfolio, ranked #196.

Dynamic Advisor Solutions first reported a position in XLE in Q4 2013 and has held it in 24 quarters since. The position peaked at $5.03M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Dynamic Advisor Solutions held 73,811 shares of State Street Energy Select Sector SPDR ETF worth $3.92M as of Q2 2026.
Dynamic Advisor Solutions sold 8,372 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $479K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #196 holding.
Dynamic Advisor Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 24 quarters since.
Dynamic Advisor Solutions's State Street Energy Select Sector SPDR ETF position peaked at $5.03M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.