Guardian Wealth Advisors (North Carolina)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,791	Closed	-$110K	–	611
2026 Q1	$110K	Buy	+1,791	New	+$96.1K	0.01%	388
2025 Q3	–	Sell	-904	Closed	-$38.4K	–	558
2025 Q2	$38.4K	Sell	904 -46	-5%	-$1.92K	﹤0.01%	415
2025 Q1	$44.3K	Buy	950 +126	+15%	+$5.68K	﹤0.01%	384
2024 Q4	$35.3K	Buy	824 +14	+2%	+$636	﹤0.01%	386
2024 Q3	$35.5K	Buy	810 +8	+1%	+$358	﹤0.01%	327
2024 Q2	$36.6K	Buy	802 +4	+0.5%	+$186	﹤0.01%	320
2024 Q1	$37.6K	Sell	798 -934	-54%	-$40.1K	﹤0.01%	338
2023 Q4	$75.2K	Sell	1,732 -492	-22%	-$21K	0.01%	278
2023 Q3	$101K	Buy	2,224 +6	+0.3%	+$263	0.02%	259
2023 Q2	$90K	Sell	2,218 -44	-2%	-$1.79K	0.02%	251
2023 Q1	$93.7K	Buy	2,262 +54	+2%	+$2.31K	0.02%	238
2022 Q4	$96.6K	Buy	2,208 +590	+36%	+$25.7K	0.02%	223
2022 Q3	$58K	Sell	1,618 -450	-22%	-$17K	0.01%	230
2022 Q2	$74K	Buy	2,068 +4	+0.2%	+$160	0.01%	217
2022 Q1	$79K	Buy	2,064 +466	+29%	+$16.1K	0.03%	178
2021 Q4	$44K	Buy	+1,598	New	+$45.2K	0.02%	178

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

Guardian Wealth Advisors (North Carolina)'s XLE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 1,791 shares — an estimated $110K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLE in Q4 2021 and held it in 16 quarters. The position peaked at $110K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,791 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street Energy Select Sector SPDR ETF position peaked at $110K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.