Financial Discovery Group’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
$3.15M Buy
59,273
+12,180
+26% +$696K 6.71% 5
2026
Q1
$2.88M Buy
+47,093
New +$2.53M 6.74% 6

Other funds holding XLE

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

Financial Discovery Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q2 2026, buying an estimated $696K and bringing the position to 59,273 shares worth $3.15M. The position accounts for 6.71% of the portfolio, ranked #5.

Financial Discovery Group first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Financial Discovery Group held 59,273 shares of State Street Energy Select Sector SPDR ETF worth $3.15M as of Q2 2026.
  • Financial Discovery Group bought 12,180 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $696K.
  • State Street Energy Select Sector SPDR ETF made up 6.71% of Financial Discovery Group's portfolio in Q2 2026, its #5 holding.
  • Financial Discovery Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Discovery Group's 13F filing for Q2 2026, filed 23 Jul 2026.