High Net Worth Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

High Net Worth Advisory Group’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	$1.15M	Hold	21,692	–	–	0.24%	95
2026 Q1	$1.33M	Sell	21,692 -1,000	-4%	-$53.6K	0.31%	75
2025 Q4	$1.01M	Sell	22,692 -136	-0.6%	-$6.06K	0.23%	94
2025 Q3	$1.02M	Hold	22,828	–	–	0.25%	92
2025 Q2	$968K	Hold	22,828	–	–	0.26%	85
2025 Q1	$1.07M	Hold	22,828	–	–	0.3%	78
2024 Q4	$978K	Hold	22,828	–	–	0.27%	83
2024 Q3	$1M	Hold	22,828	–	–	0.27%	83
2024 Q2	$1.04M	Hold	22,828	–	–	0.32%	70
2024 Q1	$1.08M	Hold	22,828	–	–	0.34%	71
2023 Q4	$957K	Sell	22,828 -540	-2%	-$23.1K	0.36%	69
2023 Q3	$1.06M	Hold	23,368	–	–	0.42%	61
2023 Q2	$948K	Buy	23,368 +1,158	+5%	+$47.2K	0.37%	65
2023 Q1	$920K	Buy	22,210 +100	+0.5%	+$4.28K	0.37%	71
2022 Q4	$967K	Buy	22,110 +504	+2%	+$21.9K	0.38%	66
2022 Q3	$778K	Buy	21,606 +36	+0.2%	+$1.36K	0.33%	67
2022 Q2	$771K	Hold	21,570	–	–	0.32%	77
2022 Q1	$824K	Sell	21,570 -1,130	-5%	-$39.1K	0.3%	76
2021 Q4	$630K	Buy	+22,700	New	+$641K	0.22%	94

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

High Net Worth Advisory Group's XLE Position: Q2 2026 in Review

High Net Worth Advisory Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 21,692 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #95.

High Net Worth Advisory Group first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

High Net Worth Advisory Group held 21,692 shares of State Street Energy Select Sector SPDR ETF worth $1.15M as of Q2 2026.
High Net Worth Advisory Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.24% of High Net Worth Advisory Group's portfolio in Q2 2026, its #95 holding.
High Net Worth Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $1.33M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.