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

Financial Enhancement 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	$7.57M	Buy	142,533 +4,896	+4%	+$280K	0.9%	40
2026 Q1	$7.57M	Buy	+137,637	New	+$7.38M	0.94%	39
2025 Q3	–	Sell	-52,318	Closed	-$2.33M	–	140
2025 Q2	$2.33M	Sell	52,318 -143,760	-73%	-$5.99M	0.33%	66
2025 Q1	$7.98M	Buy	196,078 +152,370	+349%	+$6.87M	1.25%	28
2024 Q4	$1.97M	Buy	+43,708	New	+$1.99M	0.3%	61
2023 Q4	–	Sell	-97,888	Closed	-$4.41M	–	130
2023 Q3	$4.41M	Buy	+97,888	New	+$4.28M	0.85%	44

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 Enhancement Group's XLE Position: Q2 2026 in Review

Financial Enhancement Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.6% in Q2 2026, buying an estimated $280K and bringing the position to 142,533 shares worth $7.57M. The position accounts for 0.9% of the portfolio, ranked #40.

Financial Enhancement Group first reported a position in XLE in Q3 2023 and has held it in 6 quarters since. The position peaked at $7.98M in Q1 2025. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial Enhancement Group held 142,533 shares of State Street Energy Select Sector SPDR ETF worth $7.57M as of Q2 2026.
Financial Enhancement Group bought 4,896 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $280K.
State Street Energy Select Sector SPDR ETF made up 0.9% of Financial Enhancement Group's portfolio in Q2 2026, its #40 holding.
Financial Enhancement Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
Financial Enhancement Group's State Street Energy Select Sector SPDR ETF position peaked at $7.98M in Q1 2025.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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