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

IFP 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	$7.9M	Buy	148,671 +93,742	+171%	+$5.36M	0.14%	157
2026 Q1	$3.36M	Buy	54,929 +5,373	+11%	+$288K	0.07%	311
2025 Q4	$2.22M	Sell	49,556 -3,578	-7%	-$159K	0.05%	389
2025 Q3	$2.37M	Sell	53,134 -3,466	-6%	-$152K	0.06%	337
2025 Q2	$2.4M	Sell	56,600 -83,688	-60%	-$3.49M	0.07%	318
2025 Q1	$6.56M	Sell	140,288 -11,898	-8%	-$536K	0.2%	105
2024 Q4	$6.52M	Buy	152,186 +5,296	+4%	+$241K	0.21%	95
2024 Q3	$6.45M	Buy	146,890 +1,756	+1%	+$78.5K	0.23%	91
2024 Q2	$6.61M	Buy	145,134 +13,560	+10%	+$632K	0.26%	80
2024 Q1	$6.21M	Sell	131,574 -38,620	-23%	-$1.66M	0.27%	82
2023 Q4	$7.13M	Sell	170,194 -57,004	-25%	-$2.44M	0.34%	67
2023 Q3	$10.3M	Sell	227,198 -35,704	-14%	-$1.56M	0.46%	44
2023 Q2	$10.7M	Sell	262,902 -37,746	-13%	-$1.54M	0.45%	46
2023 Q1	$12.4M	Sell	300,648 -300,238	-50%	-$12.8M	0.54%	33
2022 Q4	$24.9M	Buy	600,886 +22,182	+4%	+$966K	0.67%	16
2022 Q3	$24M	Buy	578,704 +42,748	+8%	+$1.62M	0.63%	16
2022 Q2	$22.1M	Hold	535,956	–	–	0.71%	12
2022 Q1	$22.1M	Buy	535,956 +112,730	+27%	+$3.9M	0.71%	12
2021 Q4	$11.8M	Buy	423,226 +102,744	+32%	+$2.9M	0.23%	46
2021 Q3	$8.36M	Buy	320,482 +170,276	+113%	+$4.22M	0.17%	69
2021 Q2	$4.04M	Buy	150,206 +7,046	+5%	+$183K	0.08%	141
2021 Q1	$3.51M	Buy	143,160 +56,240	+65%	+$1.3M	0.07%	139
2020 Q4	$1.65M	Buy	86,920 +23,688	+37%	+$408K	0.07%	239
2020 Q3	$951K	Sell	63,232 -9,060	-13%	-$161K	0.06%	301
2020 Q2	$1.34M	Buy	72,292 +29,400	+69%	+$547K	0.11%	202
2020 Q1	$651K	Sell	42,892 -21,552	-33%	-$511K	0.07%	294
2019 Q4	$1.98M	Buy	64,444 +50,138	+350%	+$1.49M	0.15%	169
2019 Q3	$422K	Buy	+14,306	New	+$433K	0.03%	532
2019 Q1	$623K	Sell	18,780 -31,342	-63%	-$1.01M	0.09%	246
2018 Q4	$1.43M	Sell	50,122 -22,750	-31%	-$761K	0.09%	253
2018 Q3	$2.76M	Sell	72,872 -29,472	-29%	-$1.11M	0.11%	199
2018 Q2	$3.89M	Buy	102,344 +4,366	+4%	+$162K	0.16%	148
2018 Q1	$3.54M	Hold	97,978	–	–	0.16%	145
2017 Q4	$3.54M	Sell	97,978 -179,992	-65%	-$6.2M	0.16%	145
2017 Q3	$9.52M	Sell	277,970 -15,362	-5%	-$500K	0.38%	51
2017 Q2	$9.52M	Buy	293,332 +20,876	+8%	+$702K	0.4%	47
2017 Q1	$9.52M	Buy	272,456 +18,798	+7%	+$680K	0.41%	47
2016 Q4	$9.55M	Buy	253,658 +92,916	+58%	+$3.36M	0.46%	36
2016 Q3	$5.67M	Buy	160,742 +22,646	+16%	+$776K	0.3%	67
2016 Q2	$4.71M	Buy	138,096 +119,316	+635%	+$3.94M	0.26%	80
2016 Q1	$623K	Sell	18,780 -53,330	-74%	-$1.55M	0.09%	246
2015 Q4	$2.17M	Buy	+72,110	New	+$2.37M	0.15%	152

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

IFP Advisors's XLE Position: Q2 2026 in Review

IFP Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 171% in Q2 2026, buying an estimated $5.36M and bringing the position to 148,671 shares worth $7.9M. The position accounts for 0.14% of the portfolio, ranked #157.

IFP Advisors first reported a position in XLE in Q4 2015 and has held it in 42 quarters since. The position peaked at $24.9M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

IFP Advisors held 148,671 shares of State Street Energy Select Sector SPDR ETF worth $7.9M as of Q2 2026.
IFP Advisors bought 93,742 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.36M.
State Street Energy Select Sector SPDR ETF made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #157 holding.
IFP Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street Energy Select Sector SPDR ETF position peaked at $24.9M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.