Evernest Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Evernest Financial Advisors's XLE Position: Q2 2026 in Review
Evernest Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q2 2026, selling an estimated $572 and leaving 24,313 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #59.
Evernest Financial Advisors first reported a position in XLE in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.01M in Q4 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Evernest Financial Advisors held 24,313 shares of State Street Energy Select Sector SPDR ETF worth $1.29M as of Q2 2026.
- Evernest Financial Advisors sold 10 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $572.
- State Street Energy Select Sector SPDR ETF made up 0.27% of Evernest Financial Advisors's portfolio in Q2 2026, its #59 holding.
- Evernest Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
- Evernest Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.01M in Q4 2023.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.