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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.02M Sell
38,109
-16,865
-31% -$964K 0.34% 84
2026
Q1
$3.37M Buy
54,974
+34,921
+174% +$1.87M 0.81% 25
2025
Q4
$897K Sell
20,053
-779
-4% -$34.7K 0.24% 101
2025
Q3
$931K Buy
20,832
+22
+0.1% +$963 0.29% 93
2025
Q2
$882K Sell
20,810
-5,062
-20% -$211K 0.29% 80
2025
Q1
$1.2M Buy
25,872
+1,150
+5% +$51.9K 0.47% 44
2024
Q4
$1.06M Buy
24,722
+1,292
+6% +$58.7K 0.47% 42
2024
Q3
$1.03M Buy
23,430
+2,054
+10% +$91.8K 0.53% 37
2024
Q2
$974K Buy
21,376
+5,284
+33% +$246K 0.58% 33
2024
Q1
$760K Buy
16,092
+6,914
+75% +$297K 0.56% 35
2023
Q4
$385K Buy
+9,178
New +$392K 0.36% 54

Other funds holding XLE

Florida Financial Advisors's XLE Position: Q2 2026 in Review

Florida Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q2 2026, selling an estimated $964K and leaving 38,109 shares worth $2.02M. The position accounts for 0.34% of the portfolio, ranked #84.

Florida Financial Advisors first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Florida Financial Advisors held 38,109 shares of State Street Energy Select Sector SPDR ETF worth $2.02M as of Q2 2026.
  • Florida Financial Advisors sold 16,865 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $964K.
  • State Street Energy Select Sector SPDR ETF made up 0.34% of Florida Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Florida Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.37M in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.