Independence Wealth Advisors (Ohio)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independence Wealth Advisors (Ohio)’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	$4.06M	Buy	76,512 +6,163	+9%	+$352K	2.04%	14
2026 Q1	$4.31M	Buy	70,349 +44,570	+173%	+$2.39M	2.3%	10
2025 Q4	$1.15M	Buy	+25,779	New	+$1.15M	0.65%	31

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

Independence Wealth Advisors (Ohio)'s XLE Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.8% in Q2 2026, buying an estimated $352K and bringing the position to 76,512 shares worth $4.06M. The position accounts for 2.04% of the portfolio, ranked #14.

Independence Wealth Advisors (Ohio) first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.31M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Independence Wealth Advisors (Ohio) held 76,512 shares of State Street Energy Select Sector SPDR ETF worth $4.06M as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 6,163 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $352K.
State Street Energy Select Sector SPDR ETF made up 2.04% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #14 holding.
Independence Wealth Advisors (Ohio) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Independence Wealth Advisors (Ohio)'s State Street Energy Select Sector SPDR ETF position peaked at $4.31M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.