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

FOCUS 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	$4.89M	Sell	92,091 -3,929	-4%	-$225K	2.27%	14
2026 Q1	$5.88M	Sell	96,020 -5,191	-5%	-$278K	2.87%	12
2025 Q4	$4.53M	Buy	101,211 +1,517	+2%	+$67.6K	2.11%	17
2025 Q3	$4.45M	Buy	99,694 +8,630	+9%	+$378K	2.14%	16
2025 Q2	$3.86M	Buy	91,064 +1,020	+1%	+$42.5K	2.01%	16
2025 Q1	$4.21M	Sell	90,044 -298	-0.3%	-$13.4K	2.33%	15
2024 Q4	$3.87M	Buy	90,342 +246	+0.3%	+$11.2K	2.05%	16
2024 Q3	$3.96M	Sell	90,096 -496	-0.5%	-$22.2K	1.97%	15
2024 Q2	$4.13M	Buy	90,592 +5,522	+6%	+$257K	2.12%	15
2024 Q1	$4.02M	Buy	85,070 +13,574	+19%	+$583K	2.15%	15
2023 Q4	$3M	Buy	71,496 +6,332	+10%	+$271K	1.9%	17
2023 Q3	$2.95M	Sell	65,164 -104	-0.2%	-$4.55K	2.04%	13
2023 Q2	$2.65M	Sell	65,268 -4,962	-7%	-$202K	1.79%	16
2023 Q1	$2.91M	Sell	70,230 -706	-1%	-$30.2K	1.91%	14
2022 Q4	$3.1M	Sell	70,936 -334	-0.5%	-$14.5K	2.15%	15
2022 Q3	$2.57M	Buy	71,270 +12	+0%	+$454	1.82%	15
2022 Q2	$2.55M	Buy	+71,258	New	+$2.86M	1.75%	11

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

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

FOCUS Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q2 2026, selling an estimated $225K and leaving 92,091 shares worth $4.89M. The position accounts for 2.27% of the portfolio, ranked #14.

FOCUS Wealth Advisors first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.88M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

FOCUS Wealth Advisors held 92,091 shares of State Street Energy Select Sector SPDR ETF worth $4.89M as of Q2 2026.
FOCUS Wealth Advisors sold 3,929 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $225K.
State Street Energy Select Sector SPDR ETF made up 2.27% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #14 holding.
FOCUS Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
FOCUS Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.88M in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.