First Command Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Command Advisory Services’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	$619K	Sell	11,648 -1,372	-11%	-$78.4K	﹤0.01%	115
2026 Q1	$798K	Buy	13,020 +92	+0.7%	+$4.93K	0.01%	104
2025 Q4	$578K	Buy	12,928 +1,600	+14%	+$71.3K	﹤0.01%	121
2025 Q3	$506K	Hold	11,328	–	–	﹤0.01%	124
2025 Q2	$480K	Buy	11,328 +4,482	+65%	+$187K	﹤0.01%	122
2025 Q1	$320K	Buy	6,846 +412	+6%	+$18.6K	﹤0.01%	145
2024 Q4	$276K	Sell	6,434 -1,438	-18%	-$65.3K	﹤0.01%	148
2024 Q3	$346K	Buy	7,872 +90	+1%	+$4.02K	﹤0.01%	138
2024 Q2	$355K	Sell	7,782 -1,798	-19%	-$83.7K	﹤0.01%	123
2024 Q1	$452K	Sell	9,580 -1,966	-17%	-$84.4K	﹤0.01%	113
2023 Q4	$484K	Buy	11,546 +3,662	+46%	+$157K	0.01%	104
2023 Q3	$356K	Buy	7,884 +7,736	+5,227%	+$338K	﹤0.01%	110
2023 Q2	$0	Buy	+148	New	+$6.03K	﹤0.01%	183
2022 Q3	–	Sell	-24	Closed	-$1K	–	169
2022 Q2	$1K	Buy	+24	New	+$963	﹤0.01%	63
2020 Q2	–	Sell	-90	Closed	-$1K	–	44
2020 Q1	$1K	Buy	90 +54	+150%	+$1.28K	﹤0.01%	20
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	20
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	20
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	40
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	20
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	23
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	21
2018 Q2	$1K	Buy	36 +10	+38%	+$372	﹤0.01%	19
2018 Q1	$2K	Sell	26 -128	-83%	-$4.53K	﹤0.01%	18
2017 Q4	$6K	Buy	+154	New	+$5.3K	﹤0.01%	22

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

First Command Advisory Services's XLE Position: Q2 2026 in Review

First Command Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, selling an estimated $78.4K and leaving 11,648 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

First Command Advisory Services first reported a position in XLE in Q4 2017 and has held it in 24 quarters since. The position peaked at $798K in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

First Command Advisory Services held 11,648 shares of State Street Energy Select Sector SPDR ETF worth $619K as of Q2 2026.
First Command Advisory Services sold 1,372 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $78.4K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #115 holding.
First Command Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 24 quarters since.
First Command Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $798K in Q1 2026.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.