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

Founders Financial Securities’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	$8.41M	Buy	158,410 +43,858	+38%	+$2.51M	0.43%	44
2026 Q1	$6.57M	Buy	114,552 +34,827	+44%	+$1.87M	0.37%	56
2025 Q4	$3.56M	Buy	79,725 +14,549	+22%	+$648K	0.21%	85
2025 Q3	$2.91M	Buy	65,176 +20,650	+46%	+$904K	0.2%	99
2025 Q2	$1.89M	Sell	44,526 -20,832	-32%	-$868K	0.14%	136
2025 Q1	$2.71M	Buy	65,358 +11,908	+22%	+$537K	0.23%	92
2024 Q4	$2.29M	Sell	53,450 -46,862	-47%	-$2.13M	0.21%	94
2024 Q3	$4.4M	Sell	100,312 -1,044	-1%	-$46.7K	0.41%	56
2024 Q2	$4.62M	Buy	101,356 +15,860	+19%	+$739K	0.44%	52
2024 Q1	$4.04M	Buy	85,496 +20,918	+32%	+$899K	0.42%	54
2023 Q4	$2.71M	Sell	64,578 -25,012	-28%	-$1.07M	0.3%	69
2023 Q3	$4.05M	Buy	89,590 +31,228	+54%	+$1.37M	0.52%	52
2023 Q2	$2.37M	Buy	58,362 +6,092	+12%	+$248K	0.31%	72
2023 Q1	$2.16M	Sell	52,270 -36,478	-41%	-$1.56M	0.31%	74
2022 Q4	$3.88M	Buy	88,748 +13,184	+17%	+$574K	0.61%	38
2022 Q3	$2.72M	Buy	75,564 +20,374	+37%	+$771K	0.48%	45
2022 Q2	$1.97M	Sell	55,190 -14,234	-21%	-$571K	0.39%	56
2022 Q1	$2.65M	Buy	69,424 +43,990	+173%	+$1.52M	0.47%	51
2021 Q4	$706K	Buy	25,434 +3,670	+17%	+$104K	0.13%	136
2021 Q3	$567K	Buy	21,764 +10,496	+93%	+$260K	0.11%	152
2021 Q2	$304K	Buy	+11,268	New	+$293K	0.06%	228
2017 Q2	–	Sell	-6,900	Closed	-$241K	–	111
2017 Q1	$241K	Buy	6,900 +1,520	+28%	+$54.9K	0.09%	81
2016 Q4	$203K	Buy	+5,380	New	+$195K	0.08%	75
2014 Q3	–	Sell	-40,860	Closed	-$2.04M	–	83
2014 Q2	$2.04M	Buy	+40,860	New	+$1.93M	1.37%	21

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

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

Founders Financial Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q2 2026, buying an estimated $2.51M and bringing the position to 158,410 shares worth $8.41M. The position accounts for 0.43% of the portfolio, ranked #44.

Founders Financial Securities first reported a position in XLE in Q2 2014 and has held it in 24 quarters since. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Founders Financial Securities held 158,410 shares of State Street Energy Select Sector SPDR ETF worth $8.41M as of Q2 2026.
Founders Financial Securities bought 43,858 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.51M.
State Street Energy Select Sector SPDR ETF made up 0.43% of Founders Financial Securities's portfolio in Q2 2026, its #44 holding.
Founders Financial Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 24 quarters since.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.