Econ Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Econ Financial Services’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	–	Sell	-6,509	Closed	-$399K	–	99
2026 Q1	$399K	Sell	6,509 -181,603	-97%	-$9.74M	0.19%	68
2025 Q4	$8.41M	Buy	188,112 +12,214	+7%	+$544K	4.22%	3
2025 Q3	$7.86M	Buy	175,898 +4,660	+3%	+$204K	3.92%	4
2025 Q2	$7.26M	Buy	171,238 +1,060	+0.6%	+$44.1K	3.74%	6
2025 Q1	$7.95M	Buy	170,178 +8,024	+5%	+$362K	4.23%	5
2024 Q4	$6.95M	Buy	+162,154	New	+$7.37M	3.98%	5
2024 Q2	–	Sell	-73,180	Closed	-$3.45M	–	101
2024 Q1	$3.45M	Buy	73,180 +6,732	+10%	+$289K	2.14%	12
2023 Q4	$2.79M	Buy	+66,448	New	+$2.84M	1.96%	17
2022 Q1	–	Sell	-112,320	Closed	-$3.12M	–	206
2021 Q4	$3.12M	Buy	+112,320	New	+$3.17M	2.3%	12

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Econ Financial Services's XLE Position: Q2 2026 in Review

Econ Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 6,509 shares — an estimated $399K sold.

Econ Financial Services first reported a position in XLE in Q4 2021 and held it in 9 quarters. The position peaked at $8.41M in Q4 2025. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Econ Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Econ Financial Services sold 6,509 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $399K.
Econ Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Econ Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $8.41M in Q4 2025.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.