Guardian Asset Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Guardian Asset 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	$476K	Buy	8,969 +3,764	+72%	+$215K	0.22%	78
2026 Q1	$319K	Sell	5,205 -3,228	-38%	-$173K	0.19%	83
2025 Q4	$377K	Sell	8,433 -123	-1%	-$5.48K	0.2%	77
2025 Q3	$382K	Sell	8,556 -1,426	-14%	-$62.4K	0.21%	76
2025 Q2	$423K	Sell	9,982 -1,096	-10%	-$45.6K	0.24%	70
2025 Q1	$518K	Buy	11,078 +262	+2%	+$11.8K	0.34%	57
2024 Q4	$464K	Sell	10,816 -28,056	-72%	-$1.28M	0.3%	61
2024 Q3	$1.71M	Buy	38,872 +3,108	+9%	+$139K	1.16%	20
2024 Q2	$1.63M	Buy	35,764 +8,064	+29%	+$376K	1.2%	19
2024 Q1	$1.31M	Sell	27,700 -1,166	-4%	-$50.1K	1.09%	23
2023 Q4	$1.21M	Buy	+28,866	New	+$1.23M	1.14%	23

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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

Guardian Asset Advisors's XLE Position: Q2 2026 in Review

Guardian Asset Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q2 2026, buying an estimated $215K and bringing the position to 8,969 shares worth $476K. The position accounts for 0.22% of the portfolio, ranked #78.

Guardian Asset Advisors first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2024. 514 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Guardian Asset Advisors held 8,969 shares of State Street Energy Select Sector SPDR ETF worth $476K as of Q2 2026.
Guardian Asset Advisors bought 3,764 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Guardian Asset Advisors's portfolio in Q2 2026, its #78 holding.
Guardian Asset Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.71M in Q3 2024.
514 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.