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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$361K Sell
6,790
-532
-7% -$30.4K 0.1% 172
2026
Q1
$449K Buy
7,322
+223
+3% +$12K 0.11% 193
2025
Q4
$317K Buy
7,099
+895
+14% +$39.9K 0.07% 231
2025
Q3
$277K Buy
+6,204
New +$272K 0.07% 243
2024
Q2
Sell
-21,064
Closed -$994K 251
2024
Q1
$994K Buy
21,064
+7,242
+52% +$311K 0.28% 90
2023
Q4
$579K Buy
13,822
+6,796
+97% +$291K 0.18% 122
2023
Q3
$318K Buy
7,026
+1,688
+32% +$73.9K 0.11% 148
2023
Q2
$217K Buy
+5,338
New +$217K 0.07% 172
2022
Q1
$436K Buy
+11,402
New +$395K 0.14% 142

Other funds holding XLE

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

Elevated Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.3% in Q2 2026, selling an estimated $30.4K and leaving 6,790 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #172.

Elevated Capital Advisors first reported a position in XLE in Q1 2022 and has held it in 9 quarters since. The position peaked at $994K in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Elevated Capital Advisors held 6,790 shares of State Street Energy Select Sector SPDR ETF worth $361K as of Q2 2026.
  • Elevated Capital Advisors sold 532 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $30.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #172 holding.
  • Elevated Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 9 quarters since.
  • Elevated Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $994K in Q1 2024.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.