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

Flagstar 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	$488K	Buy	9,180 +1,314	+17%	+$75.1K	0.15%	132
2026 Q1	$482K	Sell	7,866 -205	-3%	-$11K	0.17%	115
2025 Q4	$361K	Sell	8,071 -359	-4%	-$16K	0.12%	135
2025 Q3	$377K	Buy	8,430 +474	+6%	+$20.8K	0.12%	140
2025 Q2	$337K	Sell	7,956 -13,832	-63%	-$576K	0.09%	156
2025 Q1	$1.02M	Sell	21,788 -5,540	-20%	-$250K	0.26%	84
2024 Q4	$1.17M	Buy	27,328 +904	+3%	+$41.1K	0.29%	76
2024 Q3	$1.16M	Buy	26,424 +190	+0.7%	+$8.49K	0.29%	77
2024 Q2	$1.2M	Buy	26,234 +278	+1%	+$12.9K	0.33%	70
2024 Q1	$1.23M	Sell	25,956 -980	-4%	-$42.1K	0.34%	71
2023 Q4	$1.13M	Sell	26,936 -4,698	-15%	-$201K	0.36%	65
2023 Q3	$1.43M	Buy	31,634 +2,384	+8%	+$104K	0.54%	53
2023 Q2	$1.19M	Sell	29,250 -1,518	-5%	-$61.8K	0.45%	59
2023 Q1	$1.27M	Buy	30,768 +1,590	+5%	+$68K	0.46%	56
2022 Q4	$1.28M	Buy	29,178 +6,122	+27%	+$266K	0.45%	54
2022 Q3	$830K	Sell	23,056 -1,160	-5%	-$43.9K	0.31%	66
2022 Q2	$865K	Buy	24,216 +5,880	+32%	+$236K	0.32%	66
2022 Q1	$700K	Buy	18,336 +9,314	+103%	+$323K	0.22%	87
2021 Q4	$250K	Buy	9,022 +8,016	+797%	+$226K	0.08%	130
2021 Q3	$26K	Buy	+1,006	New	+$24.9K	0.01%	191

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Flagstar Advisors's XLE Position: Q2 2026 in Review

Flagstar Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q2 2026, buying an estimated $75.1K and bringing the position to 9,180 shares worth $488K. The position accounts for 0.15% of the portfolio, ranked #132.

Flagstar Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q3 2023. 889 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Flagstar Advisors held 9,180 shares of State Street Energy Select Sector SPDR ETF worth $488K as of Q2 2026.
Flagstar Advisors bought 1,314 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $75.1K.
State Street Energy Select Sector SPDR ETF made up 0.15% of Flagstar Advisors's portfolio in Q2 2026, its #132 holding.
Flagstar Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Flagstar Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.43M in Q3 2023.
889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.