Empire Financial Management Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Empire Financial Management Company’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	-13,070	Closed	-$801K	–	219
2026 Q1	$801K	Hold	13,070	–	–	0.18%	123
2025 Q4	$584K	Hold	13,070	–	–	0.13%	144
2025 Q3	$584K	Sell	13,070 -800	-6%	-$35K	0.13%	143
2025 Q2	$588K	Buy	13,870 +800	+6%	+$33.3K	0.17%	131
2025 Q1	$611K	Hold	13,070	–	–	0.19%	124
2024 Q4	$560K	Buy	13,070 +330	+3%	+$15K	0.17%	135
2024 Q3	$559K	Hold	12,740	–	–	0.17%	140
2024 Q2	$581K	Sell	12,740 -2,200	-15%	-$102K	0.19%	130
2024 Q1	$705K	Sell	14,940 -5,000	-25%	-$215K	0.23%	114
2023 Q4	$836K	Sell	19,940 -4,708	-19%	-$201K	0.33%	82
2023 Q3	$1.11M	Sell	24,648 -4,086	-14%	-$179K	0.49%	62
2023 Q2	$1.17M	Sell	28,734 -26	-0.1%	-$1.06K	0.46%	60
2023 Q1	$1.19M	Buy	+28,760	New	+$1.23M	0.49%	63

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Empire Financial Management Company's XLE Position: Q2 2026 in Review

Empire Financial Management Company sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 13,070 shares — an estimated $801K sold.

Empire Financial Management Company first reported a position in XLE in Q1 2023 and held it in 13 quarters. The position peaked at $1.19M in Q1 2023. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Empire Financial Management Company reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 13,070 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $801K.
Empire Financial Management Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's State Street Energy Select Sector SPDR ETF position peaked at $1.19M in Q1 2023.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.