IFS Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IFS 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	$259K	Sell	4,882 -199	-4%	-$11.4K	0.36%	73
2026 Q1	$311K	Buy	+5,081	New	+$273K	0.28%	101
2025 Q3	$229K	Buy	+5,120	New	+$224K	0.2%	129

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

IFS Group's XLE Position: Q2 2026 in Review

IFS Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.9% in Q2 2026, selling an estimated $11.4K and leaving 4,882 shares worth $259K. The position accounts for 0.36% of the portfolio, ranked #73.

IFS Group first reported a position in XLE in Q3 2025 and has held it in 3 quarters since. The position peaked at $311K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

IFS Group held 4,882 shares of State Street Energy Select Sector SPDR ETF worth $259K as of Q2 2026.
IFS Group sold 199 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
State Street Energy Select Sector SPDR ETF made up 0.36% of IFS Group's portfolio in Q2 2026, its #73 holding.
IFS Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
IFS Group's State Street Energy Select Sector SPDR ETF position peaked at $311K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.