Ethos Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ethos Financial Group’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	$14.5M	Sell	247,104 -52,865	-18%	-$3.02M	0.97%	18
2026 Q1	$18.3M	Buy	299,969 +22,570	+8%	+$1.21M	1.34%	13
2025 Q4	$12.4M	Buy	277,399 +8,011	+3%	+$357K	0.92%	23
2025 Q3	$12M	Buy	269,388 +1,424	+0.5%	+$62.3K	0.94%	26
2025 Q2	$11.4M	Sell	267,964 -9,568	-3%	-$398K	0.98%	23
2025 Q1	$11.9M	Buy	277,532 +8,862	+3%	+$400K	1.14%	21
2024 Q4	$11.5M	Buy	268,670 +26,812	+11%	+$1.22M	1.5%	17
2024 Q3	$10.6M	Buy	241,858 +47,478	+24%	+$2.12M	1.75%	13
2024 Q2	$8.86M	Buy	194,380 +2,866	+1%	+$133K	1.56%	19
2024 Q1	$9.04M	Buy	191,514 +5,006	+3%	+$215K	1.71%	14
2023 Q4	$7.82M	Buy	186,508 +6,034	+3%	+$258K	1.66%	17
2023 Q3	$8.2M	Buy	180,474 +23,416	+15%	+$1.02M	2.12%	16
2023 Q2	$6.5M	Hold	157,058	–	–	2.2%	19
2023 Q1	$6.5M	Buy	157,058 +3,794	+2%	+$162K	2.02%	20
2022 Q4	$6.7M	Buy	+153,264	New	+$6.67M	2.27%	16

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

Ethos Financial Group's XLE Position: Q2 2026 in Review

Ethos Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $3.02M and leaving 247,104 shares worth $14.5M. The position accounts for 0.97% of the portfolio, ranked #18.

Ethos Financial Group first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.3M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ethos Financial Group held 247,104 shares of State Street Energy Select Sector SPDR ETF worth $14.5M as of Q2 2026.
Ethos Financial Group sold 52,865 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.02M.
State Street Energy Select Sector SPDR ETF made up 0.97% of Ethos Financial Group's portfolio in Q2 2026, its #18 holding.
Ethos Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $18.3M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.