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Founders Financial Alliance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Founders Financial Alliance’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 		$346K Sell
6,512
-1,022
-14% -$58.4K 0.05% 312
2026
Q1 		$462K Buy
7,534
+556
+8% +$29.8K 0.08% 223
2025
Q4 		$312K Sell
6,978
-58,640
-89% -$2.61M 0.06% 273
2025
Q3 		$2.93M Sell
65,618
-10,366
-14% -$454K 0.55% 39
2025
Q2 		$3.22M Sell
75,984
-66,610
-47% -$2.77M 0.73% 28
2025
Q1 		$6.66M Sell
142,594
-3,958
-3% -$178K 1.61% 8
2024
Q4 		$6.28M Sell
146,552
-18,746
-11% -$852K 1.73% 8
2024
Q3 		$7.26M Sell
165,298
-3,788
-2% -$169K 2.02% 6
2024
Q2 		$7.71M Buy
169,086
+2,222
+1% +$103K 2.29% 4
2024
Q1 		$7.88M Buy
166,864
+111,842
+203% +$4.8M 2.36% 4
2023
Q4 		$2.31M Buy
55,022
+492
+0.9% +$21K 0.89% 24
2023
Q3 		$2.46M Buy
54,530
+162
+0.3% +$7.09K 1.08% 21
2023
Q2 		$2.21M Sell
54,368
-520
-0.9% -$21.2K 0.87% 27
2023
Q1 		$2.27M Sell
54,888
-7,536
-12% -$322K 1.14% 18
2022
Q4 		$2.73M Buy
62,424
+148
+0.2% +$6.44K 1.25% 13
2022
Q3 		$2.24M Sell
62,276
-442
-0.7% -$16.7K 1.14% 13
2022
Q2 		$2.24M Buy
62,718
+2,862
+5% +$115K 1.14% 14
2022
Q1 		$2.29M Buy
59,856
+1,646
+3% +$57K 1.02% 18
2021
Q4 		$1.61M Buy
58,210
+4,264
+8% +$120K 0.65% 32
2021
Q3 		$1.41M Buy
53,946
+4,056
+8% +$100K 0.66% 35
2021
Q2 		$1.34M Buy
49,890
+2,322
+5% +$60.4K 0.61% 36
2021
Q1 		$1.26M Buy
47,568
+43,524
+1,076% +$1M 0.62% 36
2020
Q4 		$78K Buy
4,044
+2,432
+151% +$41.9K 0.04% 264
2020
Q3 		$24K Buy
+1,612
New +$28.6K 0.01% 535

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

Founders Financial Alliance's XLE Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $58.4K and leaving 6,512 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #312.

Founders Financial Alliance first reported a position in XLE in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.88M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Founders Financial Alliance held 6,512 shares of State Street Energy Select Sector SPDR ETF worth $346K as of Q2 2026.
  • Founders Financial Alliance sold 1,022 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $58.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #312 holding.
  • Founders Financial Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's State Street Energy Select Sector SPDR ETF position peaked at $7.88M in Q1 2024.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.