Financial Management Professionals’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Management Professionals’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	$4.46K	Hold	84	–	–	﹤0.01%	704
2026 Q1	$5.15K	Hold	84	–	–	﹤0.01%	619
2025 Q4	$3.76K	Hold	84	–	–	﹤0.01%	650
2025 Q3	$3.75K	Sell	84 -34	-29%	-$1.49K	﹤0.01%	632
2025 Q2	$5.01K	Sell	118 -438	-79%	-$18.2K	﹤0.01%	627
2025 Q1	$26K	Sell	556 -120	-18%	-$5.41K	﹤0.01%	368
2024 Q4	$29K	Buy	676 +4	+0.6%	+$182	﹤0.01%	347
2024 Q3	$29K	Sell	672 -1,086	-62%	-$48.5K	﹤0.01%	355
2024 Q2	$80K	Buy	1,758 +390	+29%	+$18.2K	0.01%	214
2024 Q1	$65K	Buy	1,368 +578	+73%	+$24.8K	0.01%	248
2023 Q4	$33K	Buy	790 +532	+206%	+$22.7K	0.01%	320
2023 Q3	$12K	Buy	258 +140	+119%	+$6.13K	﹤0.01%	464
2023 Q2	$5K	Sell	118 -16	-12%	-$652	﹤0.01%	663
2023 Q1	$6K	Buy	134 +2	+2%	+$86	﹤0.01%	667
2022 Q4	$6K	Buy	132 +2	+2%	+$87	﹤0.01%	612
2022 Q3	$5K	Sell	130 -200	-61%	-$7.56K	﹤0.01%	614
2022 Q2	$12K	Buy	330 +4	+1%	+$160	﹤0.01%	471
2022 Q1	$12K	Buy	326 +2	+0.6%	+$69	﹤0.01%	495
2021 Q4	$9K	Buy	324 +20	+7%	+$565	﹤0.01%	515
2021 Q3	$8K	Buy	304 +104	+52%	+$2.58K	﹤0.01%	527
2021 Q2	$5K	Buy	+200	New	+$5.2K	﹤0.01%	536
2021 Q1	–	Sell	-13,124	Closed	-$249K	–	726
2020 Q4	$249K	Buy	+13,124	New	+$226K	0.07%	61
2020 Q1	–	Sell	-110	Closed	-$3K	–	376
2019 Q4	$3K	Buy	+110	New	+$3.26K	﹤0.01%	264
2016 Q3	–	Sell	-26	Closed	–	–	429
2016 Q2	$0	Buy	+26	New	+$858	﹤0.01%	454

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 Management Professionals's XLE Position: Q2 2026 in Review

Financial Management Professionals held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 84 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Financial Management Professionals first reported a position in XLE in Q2 2016 and has held it in 24 quarters since. The position peaked at $249K in Q4 2020. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial Management Professionals held 84 shares of State Street Energy Select Sector SPDR ETF worth $4.46K as of Q2 2026.
Financial Management Professionals left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #704 holding.
Financial Management Professionals first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 24 quarters since.
Financial Management Professionals's State Street Energy Select Sector SPDR ETF position peaked at $249K in Q4 2020.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.