IMA Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IMA Advisory Services’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	$306K	Buy	+5,769	New	+$330K	0.02%	283
2023 Q4	–	Sell	-400	Closed	-$18.1K	–	272
2023 Q3	$18.1K	Hold	400	–	–	﹤0.01%	221
2023 Q2	$16.2K	Hold	400	–	–	﹤0.01%	234
2023 Q1	$16.6K	Hold	400	–	–	﹤0.01%	223
2022 Q4	$17.5K	Hold	400	–	–	﹤0.01%	227
2022 Q3	$14K	Hold	400	–	–	﹤0.01%	235
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	247
2022 Q1	$15K	Hold	400	–	–	﹤0.01%	227
2021 Q4	$11K	Buy	+400	New	+$11.3K	﹤0.01%	249
2018 Q3	–	Sell	-20	Closed	-$1K	–	472
2018 Q2	$1K	Buy	+20	New	+$743	﹤0.01%	460

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

IMA Advisory Services's XLE Position: Q2 2026 in Review

IMA Advisory Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,769 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in XLE as recently as Q3 2023.

IMA Advisory Services first reported a position in XLE in Q2 2018 and has held it in 10 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

IMA Advisory Services held 5,769 shares of State Street Energy Select Sector SPDR ETF worth $306K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new IMA Advisory Services position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #283 holding.
IMA Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 10 quarters since.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.