Financial Engines Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Engines 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	$1.18M	Sell	22,222 -4,363	-16%	-$249K	﹤0.01%	298
2026 Q1	$1.63M	Sell	26,585 -1,518	-5%	-$81.4K	﹤0.01%	247
2025 Q4	$1.26M	Sell	28,103 -5,665	-17%	-$252K	﹤0.01%	285
2025 Q3	$1.51M	Buy	33,768 +930	+3%	+$40.7K	﹤0.01%	262
2025 Q2	$1.39M	Buy	32,838 +11,636	+55%	+$485K	﹤0.01%	256
2025 Q1	$991K	Buy	21,202 +198	+0.9%	+$8.93K	﹤0.01%	257
2024 Q4	$900K	Sell	21,004 -1,290	-6%	-$58.6K	﹤0.01%	269
2024 Q3	$979K	Sell	22,294 -288	-1%	-$12.9K	﹤0.01%	237
2024 Q2	$1.03M	Buy	22,582 +11,088	+96%	+$516K	﹤0.01%	209
2024 Q1	$543K	Buy	+11,494	New	+$494K	﹤0.01%	239
2023 Q3	–	Sell	-5,246	Closed	-$213K	–	301
2023 Q2	$213K	Sell	5,246 -688	-12%	-$28K	﹤0.01%	275
2023 Q1	$246K	Buy	+5,934	New	+$254K	﹤0.01%	259
2020 Q3	–	Sell	-15,678	Closed	-$297K	–	258
2020 Q2	$297K	Buy	+15,678	New	+$292K	﹤0.01%	161
2018 Q2	–	Sell	-500	Closed	-$17K	–	161
2018 Q1	$17K	Buy	+500	New	+$17.7K	﹤0.01%	86

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

Financial Engines Advisors's XLE Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, selling an estimated $249K and leaving 22,222 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Financial Engines Advisors first reported a position in XLE in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.63M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial Engines Advisors held 22,222 shares of State Street Energy Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Financial Engines Advisors sold 4,363 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #298 holding.
Financial Engines Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 14 quarters since.
Financial Engines Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.63M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.