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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
2021
Q2 		– Sell
-2,000
Closed -$8K – 821
2021
Q1 		$8K Buy
+2,000
New +$46.1K ﹤0.01% 669

Other funds holding XLE

GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TC
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.