Financial Partners Group (Kansas)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Partners Group (Kansas)’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	$228K	Sell	4,284 -286	-6%	-$16.4K	0.02%	231
2026 Q1	$280K	Sell	4,570 -214	-4%	-$11.5K	0.03%	188
2025 Q4	$244K	Buy	+4,784	New	+$213K	0.03%	205
2025 Q2	–	Sell	-6,060	Closed	-$283K	–	214
2025 Q1	$283K	Sell	6,060 -72	-1%	-$3.25K	0.04%	150
2024 Q4	$263K	Sell	6,132 -158	-3%	-$7.18K	0.04%	155
2024 Q3	$276K	Sell	6,290 -100	-2%	-$4.47K	0.04%	153
2024 Q2	$291K	Sell	6,390 -540	-8%	-$25.2K	0.05%	141
2024 Q1	$327K	Sell	6,930 -3,062	-31%	-$132K	0.05%	134
2023 Q4	$419K	Sell	9,992 -488	-5%	-$20.9K	0.08%	104
2023 Q3	$432K	Sell	10,480 -884	-8%	-$38.7K	0.09%	93
2023 Q2	$494K	Buy	11,364 +2,510	+28%	+$102K	0.1%	90
2023 Q1	$367K	Buy	8,854 +192	+2%	+$8.21K	0.08%	107
2022 Q4	$390K	Buy	8,662 +2,722	+46%	+$118K	0.09%	106
2022 Q3	$214K	Buy	+5,940	New	+$225K	0.06%	135

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 Partners Group (Kansas)'s XLE Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.3% in Q2 2026, selling an estimated $16.4K and leaving 4,284 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #231.

Financial Partners Group (Kansas) first reported a position in XLE in Q3 2022 and has held it in 14 quarters since. The position peaked at $494K in Q2 2023. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial Partners Group (Kansas) held 4,284 shares of State Street Energy Select Sector SPDR ETF worth $228K as of Q2 2026.
Financial Partners Group (Kansas) sold 286 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #231 holding.
Financial Partners Group (Kansas) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 14 quarters since.
Financial Partners Group (Kansas)'s State Street Energy Select Sector SPDR ETF position peaked at $494K in Q2 2023.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.