FFA
XLE icon

Farther Finance Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Farther Finance 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 		$8.22M Buy
154,804
+7,946
+5% +$454K 0.06% 268
2026
Q1 		$8.66M Buy
146,858
+37,278
+34% +$2M 0.08% 219
2025
Q4 		$4.9M Buy
109,580
+31,240
+40% +$1.39M 0.05% 312
2025
Q3 		$3.5M Buy
78,340
+4,994
+7% +$219K 0.05% 301
2025
Q2 		$3.11M Buy
73,346
+13,742
+23% +$572K 0.06% 257
2025
Q1 		$2.8M Buy
59,604
+20,024
+51% +$903K 0.07% 244
2024
Q4 		$1.7M Buy
39,580
+2,574
+7% +$117K 0.06% 246
2024
Q3 		$1.62M Buy
37,006
+19,244
+108% +$860K 0.06% 234
2024
Q2 		$810K Buy
17,762
+9,810
+123% +$457K 0.04% 346
2024
Q1 		$378K Buy
7,952
+3,590
+82% +$154K 0.02% 473
2023
Q4 		$183K Sell
4,362
-2,060
-32% -$88.1K 0.01% 573
2023
Q3 		$290K Sell
6,422
-132
-2% -$5.78K 0.05% 301
2023
Q2 		$266K Sell
6,554
-5,754
-47% -$234K 0.06% 272
2023
Q1 		$510K Buy
12,308
+1,742
+16% +$74.5K 0.15% 129
2022
Q4 		$462K Buy
+10,566
New +$460K 0.18% 116

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Farther Finance Advisors's XLE Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.4% in Q2 2026, buying an estimated $454K and bringing the position to 154,804 shares worth $8.22M. The position accounts for 0.06% of the portfolio, ranked #268.

Farther Finance Advisors first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.66M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Farther Finance Advisors held 154,804 shares of State Street Energy Select Sector SPDR ETF worth $8.22M as of Q2 2026.
  • Farther Finance Advisors bought 7,946 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $454K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #268 holding.
  • Farther Finance Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8.66M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.