Finivi Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Finivi Inc’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	$527K	Sell	9,930 -935	-9%	-$53.5K	0.27%	73
2026 Q1	$666K	Buy	10,865 +880	+9%	+$47.2K	0.36%	60
2025 Q4	$446K	Sell	9,985 -455	-4%	-$20.3K	0.26%	72
2025 Q3	$466K	Sell	10,440 -512	-5%	-$22.4K	0.3%	69
2025 Q2	$464K	Sell	10,952 -588	-5%	-$24.5K	0.31%	66
2025 Q1	$539K	Sell	11,540 -38	-0.3%	-$1.71K	0.43%	55
2024 Q4	$496K	Sell	11,578 -338	-3%	-$15.4K	0.4%	60
2024 Q3	$523K	Buy	11,916 +16	+0.1%	+$715	0.42%	54
2024 Q2	$542K	Buy	11,900 +216	+2%	+$10.1K	0.45%	54
2024 Q1	$551K	Sell	11,684 -850	-7%	-$36.5K	0.5%	54
2023 Q4	$525K	Buy	+12,534	New	+$536K	0.51%	53
2021 Q4	$1.5M	Buy	+53,888	New	+$1.52M	1.58%	20

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

Finivi Inc's XLE Position: Q2 2026 in Review

Finivi Inc reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.6% in Q2 2026, selling an estimated $53.5K and leaving 9,930 shares worth $527K. The position accounts for 0.27% of the portfolio, ranked #73.

Finivi Inc first reported a position in XLE in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2021. 2,005 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Finivi Inc held 9,930 shares of State Street Energy Select Sector SPDR ETF worth $527K as of Q2 2026.
Finivi Inc sold 935 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $53.5K.
State Street Energy Select Sector SPDR ETF made up 0.27% of Finivi Inc's portfolio in Q2 2026, its #73 holding.
Finivi Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's State Street Energy Select Sector SPDR ETF position peaked at $1.5M in Q4 2021.
2,005 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.