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

Elevate Capital 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	$650K	Sell	12,235 -7,726	-39%	-$442K	0.36%	49
2026 Q1	$1.22M	Sell	19,961 -2,978	-13%	-$160K	0.79%	37
2025 Q4	$1.03M	Sell	22,939 -3,895	-15%	-$173K	0.68%	48
2025 Q3	$1.2M	Sell	26,834 -920	-3%	-$40.3K	0.84%	48
2025 Q2	$1.18M	Sell	27,754 -7,570	-21%	-$315K	0.94%	51
2025 Q1	$1.65M	Sell	35,324 -45,806	-56%	-$2.07M	1.53%	30
2024 Q4	$3.47M	Buy	+81,130	New	+$3.69M	3.06%	8

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Elevate Capital Advisors's XLE Position: Q2 2026 in Review

Elevate Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q2 2026, selling an estimated $442K and leaving 12,235 shares worth $650K. The position accounts for 0.36% of the portfolio, ranked #49.

Elevate Capital Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q4 2024. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Elevate Capital Advisors held 12,235 shares of State Street Energy Select Sector SPDR ETF worth $650K as of Q2 2026.
Elevate Capital Advisors sold 7,726 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $442K.
State Street Energy Select Sector SPDR ETF made up 0.36% of Elevate Capital Advisors's portfolio in Q2 2026, its #49 holding.
Elevate Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.47M in Q4 2024.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.