Flagship Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Flagship Wealth 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	$198K	Buy	3,721 +1,904	+105%	+$109K	0.04%	153
2026 Q1	$154K	Sell	1,817 -826	-31%	-$44.3K	0.07%	120
2025 Q4	$118K	Sell	2,643 -1,335	-34%	-$59.5K	0.03%	155
2025 Q3	$178K	Sell	3,978 -256	-6%	-$11.2K	0.06%	129
2025 Q2	$180K	Sell	4,234 -38	-0.9%	-$1.58K	0.07%	125
2025 Q1	$200K	Buy	4,272 +10	+0.2%	+$451	0.08%	109
2024 Q4	$183K	Buy	+4,262	New	+$194K	0.11%	101

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

Flagship Wealth Advisors's XLE Position: Q2 2026 in Review

Flagship Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 105% in Q2 2026, buying an estimated $109K and bringing the position to 3,721 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #153.

Flagship Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Flagship Wealth Advisors held 3,721 shares of State Street Energy Select Sector SPDR ETF worth $198K as of Q2 2026.
Flagship Wealth Advisors bought 1,904 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Flagship Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $200K in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.