IFG Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.17M | Buy |
+40,796
| New | +$2.33M | 0.08% | 273 |
|
|
2026
Q1 | – | Sell |
-26,875
| Closed | -$1.2M | – | 885 |
|
|
2025
Q4 | $1.2M | Sell |
26,875
-2,283
| -8% | -$102K | 0.05% | 331 |
|
|
2025
Q3 | $1.3M | Sell |
29,158
-7,974
| -21% | -$349K | 0.06% | 310 |
|
|
2025
Q2 | $1.57M | Buy |
37,132
+4,566
| +14% | +$190K | 0.08% | 263 |
|
|
2025
Q1 | $1.52M | Sell |
32,566
-19,260
| -37% | -$868K | 0.08% | 251 |
|
|
2024
Q4 | $2.22M | Sell |
51,826
-5,832
| -10% | -$265K | 0.13% | 193 |
|
|
2024
Q3 | $2.53M | Sell |
57,658
-5,084
| -8% | -$227K | 0.16% | 165 |
|
|
2024
Q2 | $2.86M | Buy |
62,742
+2,940
| +5% | +$137K | 0.18% | 143 |
|
|
2024
Q1 | $2.82M | Sell |
59,802
-48,474
| -45% | -$2.08M | 0.21% | 135 |
|
|
2023
Q4 | $4.54M | Buy |
108,276
+65,588
| +154% | +$2.8M | 0.33% | 79 |
|
|
2023
Q3 | $1.93M | Buy |
42,688
+590
| +1% | +$25.8K | 0.16% | 170 |
|
|
2023
Q2 | $1.71M | Sell |
42,098
-13,094
| -24% | -$533K | 0.15% | 176 |
|
|
2023
Q1 | $2.29M | Buy |
55,192
+984
| +2% | +$42.1K | 0.21% | 115 |
|
|
2022
Q4 | $2.37M | Buy |
54,208
+1,190
| +2% | +$51.8K | 0.24% | 102 |
|
|
2022
Q3 | $1.91M | Buy |
53,018
+4,374
| +9% | +$165K | 0.17% | 126 |
|
|
2022
Q2 | $1.74M | Buy |
48,644
+22,416
| +85% | +$899K | 0.18% | 122 |
|
|
2022
Q1 | $1M | Buy |
26,228
+6,720
| +34% | +$233K | 0.1% | 206 |
|
|
2021
Q4 | $541K | Sell |
19,508
-4,602
| -19% | -$130K | 0.05% | 285 |
|
|
2021
Q3 | $627K | Buy |
24,110
+1,152
| +5% | +$28.5K | 0.07% | 248 |
|
|
2021
Q2 | $618K | Buy |
22,958
+4,164
| +22% | +$108K | 0.07% | 256 |
|
|
2021
Q1 | $461K | Buy |
18,794
+1,400
| +8% | +$32.3K | 0.06% | 312 |
|
|
2020
Q4 | $329K | Sell |
17,394
-7,360
| -30% | -$127K | 0.05% | 336 |
|
|
2020
Q3 | $370K | Sell |
24,754
-3,124
| -11% | -$55.5K | 0.06% | 284 |
|
|
2020
Q2 | $527K | Sell |
27,878
-3,298
| -11% | -$61.3K | 0.1% | 216 |
|
|
2020
Q1 | $453K | Buy |
31,176
+5,964
| +24% | +$141K | 0.1% | 207 |
|
|
2019
Q4 | $756K | Sell |
25,212
-4,240
| -14% | -$126K | 0.14% | 178 |
|
|
2019
Q3 | $871K | Sell |
29,452
-586
| -2% | -$17.7K | 0.17% | 151 |
|
|
2019
Q2 | $956K | Sell |
30,038
-3,062
| -9% | -$98K | 0.17% | 125 |
|
|
2019
Q1 | $1.09M | Sell |
33,100
-3,628
| -10% | -$117K | 0.21% | 106 |
|
|
2018
Q4 | $1.05M | Sell |
36,728
-5,444
| -13% | -$182K | 0.25% | 97 |
|
|
2018
Q3 | $1.6M | Sell |
42,172
-4,534
| -10% | -$170K | 0.3% | 77 |
|
|
2018
Q2 | $1.77M | Buy |
46,706
+3,672
| +9% | +$136K | 0.36% | 60 |
|
|
2018
Q1 | $1.45M | Buy |
43,034
+1,684
| +4% | +$59.6K | 0.32% | 72 |
|
|
2017
Q4 | $1.49M | Buy |
+41,350
| New | +$1.42M | 0.34% | 72 |
|
Other funds holding XLE
IFG Advisory's XLE Position: Q2 2026 in Review
IFG Advisory opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 40,796 shares worth $2.17M. The stake represents 0.08% of the portfolio and ranks #273 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XLE as recently as Q4 2025.
IFG Advisory first reported a position in XLE in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.54M in Q4 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- IFG Advisory held 40,796 shares of State Street Energy Select Sector SPDR ETF worth $2.17M as of Q2 2026.
- State Street Energy Select Sector SPDR ETF was a new IFG Advisory position in Q2 2026.
- State Street Energy Select Sector SPDR ETF made up 0.08% of IFG Advisory's portfolio in Q2 2026, its #273 holding.
- IFG Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's State Street Energy Select Sector SPDR ETF position peaked at $4.54M in Q4 2023.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.