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

Foundations Investment 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 		$9.76M Sell
183,749
-116,305
-39% -$6.65M 0.1% 174
2026
Q1 		$18.4M Buy
300,054
+89,956
+43% +$4.83M 0.23% 101
2025
Q4 		$9.39M Buy
210,098
+139,486
+198% +$6.21M 0.12% 151
2025
Q3 		$3.15M Buy
70,612
+53,586
+315% +$2.35M 0.05% 262
2025
Q2 		$722K Sell
17,026
-22,344
-57% -$931K 0.01% 499
2025
Q1 		$1.84M Sell
39,370
-20,964
-35% -$945K 0.03% 303
2024
Q4 		$2.58M Buy
60,334
+48
+0.1% +$2.18K 0.05% 250
2024
Q3 		$2.65M Sell
60,286
-4,538
-7% -$203K 0.06% 234
2024
Q2 		$2.95M Buy
64,824
+33,900
+110% +$1.58M 0.07% 200
2024
Q1 		$1.46M Sell
30,924
-55,110
-64% -$2.37M 0.04% 266
2023
Q4 		$3.59M Sell
86,034
-114,088
-57% -$4.88M 0.1% 157
2023
Q3 		$9.04M Buy
200,122
+146,192
+271% +$6.4M 0.28% 69
2023
Q2 		$2.19M Sell
53,930
-137,218
-72% -$5.59M 0.07% 181
2023
Q1 		$7.92M Buy
191,148
+13,656
+8% +$584K 0.28% 62
2022
Q4 		$7.76M Sell
177,492
-22,934
-11% -$998K 0.31% 51
2022
Q3 		$7.22M Buy
200,426
+40,326
+25% +$1.53M 0.31% 45
2022
Q2 		$5.48M Buy
160,100
+82,834
+107% +$3.32M 0.23% 51
2022
Q1 		$3.08M Buy
77,266
+64,310
+496% +$2.23M 0.12% 68
2021
Q4 		$410K Buy
12,956
+1,370
+12% +$38.7K 0.02% 226
2021
Q3 		$319K Buy
+11,586
New +$287K 0.01% 240

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Foundations Investment Advisors's XLE Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q2 2026, selling an estimated $6.65M and leaving 183,749 shares worth $9.76M. The position accounts for 0.1% of the portfolio, ranked #174.

Foundations Investment Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $18.4M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Foundations Investment Advisors held 183,749 shares of State Street Energy Select Sector SPDR ETF worth $9.76M as of Q2 2026.
  • Foundations Investment Advisors sold 116,305 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.65M.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of Foundations Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Foundations Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Foundations Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $18.4M in Q1 2026.
  • 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.