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

Financial Guidance 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	$4.38M	Sell	82,447 -273	-0.3%	-$15.6K	1.64%	18
2026 Q1	$5.07M	Sell	82,720 -1,621	-2%	-$87K	2.04%	17
2025 Q4	$3.77M	Sell	84,341 -855	-1%	-$38.1K	1.54%	22
2025 Q3	$3.81M	Sell	85,196 -4,784	-5%	-$209K	1.71%	21
2025 Q2	$3.82M	Sell	89,980 -43,688	-33%	-$1.82M	1.85%	20
2025 Q1	$6.25M	Buy	133,668 +4,088	+3%	+$184K	3.37%	9
2024 Q4	$5.55M	Sell	129,580 -2,798	-2%	-$127K	3.04%	10
2024 Q3	$5.81M	Sell	132,378 -3,296	-2%	-$147K	3.39%	8
2024 Q2	$6.18M	Sell	135,674 -2,274	-2%	-$106K	3.8%	8
2024 Q1	$6.51M	Buy	137,948 +974	+0.7%	+$41.8K	4.23%	7
2023 Q4	$5.74M	Sell	136,974 -1,586	-1%	-$67.8K	3.99%	8
2023 Q3	$6.26M	Sell	138,560 -514	-0.4%	-$22.5K	4.71%	8
2023 Q2	$5.64M	Sell	139,074 -3,026	-2%	-$123K	4.15%	8
2023 Q1	$5.89M	Buy	142,100 +1,646	+1%	+$70.4K	4.48%	7
2022 Q4	$6.14M	Buy	140,454 +1,762	+1%	+$76.7K	5%	5
2022 Q3	$4.99M	Buy	+138,692	New	+$5.25M	4%	8

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Financial Guidance Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.33% in Q2 2026, selling an estimated $15.6K and leaving 82,447 shares worth $4.38M. The position accounts for 1.64% of the portfolio, ranked #18.

Financial Guidance Group first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.51M in Q1 2024. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial Guidance Group held 82,447 shares of State Street Energy Select Sector SPDR ETF worth $4.38M as of Q2 2026.
Financial Guidance Group sold 273 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.6K.
State Street Energy Select Sector SPDR ETF made up 1.64% of Financial Guidance Group's portfolio in Q2 2026, its #18 holding.
Financial Guidance Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Financial Guidance Group's State Street Energy Select Sector SPDR ETF position peaked at $6.51M in Q1 2024.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.