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Financial Freedom LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Freedom LLC’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 		$6.31M Sell
118,822
-317
-0.3% -$18.1K 2.9% 8
2026
Q1 		$7.3M Sell
119,139
-10,864
-8% -$583K 3.63% 5
2025
Q4 		$5.81M Sell
130,003
-24,791
-16% -$1.1M 2.88% 9
2025
Q3 		$6.91M Buy
154,794
+182
+0.1% +$7.97K 3.44% 5
2025
Q2 		$6.56M Sell
154,612
-9,970
-6% -$415K 3.53% 6
2025
Q1 		$7.69M Buy
164,582
+4,030
+3% +$182K 4.42% 4
2024
Q4 		$6.88M Buy
160,552
+1,054
+0.7% +$47.9K 3.63% 6
2024
Q3 		$7M Sell
159,498
-4,992
-3% -$223K 3.71% 5
2024
Q2 		$7.5M Sell
164,490
-8,876
-5% -$413K 4.26% 4
2024
Q1 		$8.18M Sell
173,366
-754
-0.4% -$32.4K 4.85% 4
2023
Q4 		$7.3M Sell
174,120
-9,352
-5% -$400K 4.64% 4
2023
Q3 		$8.29M Sell
183,472
-2,350
-1% -$103K 5.88% 3
2023
Q2 		$7.54M Buy
185,822
+2,942
+2% +$120K 5.29% 4
2023
Q1 		$7.57M Buy
182,880
+6,498
+4% +$278K 5.52% 5
2022
Q4 		$7.71M Buy
+176,382
New +$7.68M 5.18% 4

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Financial Freedom LLC's XLE Position: Q2 2026 in Review

Financial Freedom LLC reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.27% in Q2 2026, selling an estimated $18.1K and leaving 118,822 shares worth $6.31M. The position accounts for 2.9% of the portfolio, ranked #8.

Financial Freedom LLC first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.29M in Q3 2023. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Financial Freedom LLC held 118,822 shares of State Street Energy Select Sector SPDR ETF worth $6.31M as of Q2 2026.
  • Financial Freedom LLC sold 317 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1K.
  • State Street Energy Select Sector SPDR ETF made up 2.9% of Financial Freedom LLC's portfolio in Q2 2026, its #8 holding.
  • Financial Freedom LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's State Street Energy Select Sector SPDR ETF position peaked at $8.29M in Q3 2023.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.