First Trust Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Trust Advisors’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	$4.09M	Buy	77,073 +3,385	+5%	+$194K	﹤0.01%	1692
2026 Q1	$4.51M	Buy	73,688 +10,444	+17%	+$560K	﹤0.01%	1504
2025 Q4	$2.83M	Buy	63,244 +30,524	+93%	+$1.36M	﹤0.01%	1720
2025 Q3	$1.46M	Sell	32,720 -11,442	-26%	-$501K	﹤0.01%	1969
2025 Q2	$1.87M	Buy	44,162 +17,074	+63%	+$711K	﹤0.01%	1850
2025 Q1	$1.27M	Buy	27,088 +620	+2%	+$28K	﹤0.01%	1967
2024 Q4	$1.13M	Buy	+26,468	New	+$1.2M	﹤0.01%	2024

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 Trust Advisors's XLE Position: Q2 2026 in Review

First Trust Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, buying an estimated $194K and bringing the position to 77,073 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

First Trust Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

First Trust Advisors held 77,073 shares of State Street Energy Select Sector SPDR ETF worth $4.09M as of Q2 2026.
First Trust Advisors bought 3,385 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $194K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1692 holding.
First Trust Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
First Trust Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.51M in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.