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

Friedenthal Financial’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	–	Sell	-2,489	Closed	-$152K	–	312
2026 Q1	$152K	Buy	+2,489	New	+$134K	0.08%	123
2025 Q4	–	Sell	-2,460	Closed	-$110K	–	322
2025 Q3	$110K	Sell	2,460 -16	-0.6%	-$701	0.06%	124
2025 Q2	$105K	Hold	2,476	–	–	0.06%	124
2025 Q1	$116K	Buy	2,476 +2,474	+123,700%	+$112K	0.07%	113
2024 Q4	$86	Hold	2	–	–	﹤0.01%	255
2024 Q3	$88	Hold	2	–	–	﹤0.01%	227
2024 Q2	$92	Hold	2	–	–	﹤0.01%	223
2024 Q1	$95	Hold	2	–	–	﹤0.01%	221
2023 Q4	$84	Buy	+2	New	+$86	﹤0.01%	228
2022 Q3	–	Sell	-151,290	Closed	-$5.41M	–	70
2022 Q2	$5.41M	Buy	+151,290	New	+$6.07M	3.56%	7
2022 Q1	–	Sell	-180,218	Closed	-$5M	–	78
2021 Q4	$5M	Buy	+180,218	New	+$5.09M	3.1%	12
2014 Q3	–	Sell	-151,404	Closed	-$7.58M	–	43
2014 Q2	$7.58M	Buy	+151,404	New	+$7.17M	6.14%	11

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Friedenthal Financial's XLE Position: Q2 2026 in Review

Friedenthal Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 2,489 shares — an estimated $152K sold.

Friedenthal Financial first reported a position in XLE in Q2 2014 and held it in 12 quarters. The position peaked at $7.58M in Q2 2014. 441 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Friedenthal Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Friedenthal Financial sold 2,489 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
Friedenthal Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 12 quarters.
Friedenthal Financial's State Street Energy Select Sector SPDR ETF position peaked at $7.58M in Q2 2014.
441 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.