Independent Advisor Alliance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independent Advisor Alliance’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	$894K	Sell	16,826 -192,466	-92%	-$11M	0.02%	494
2026 Q1	$12.8M	Buy	209,292 +194,471	+1,312%	+$10.4M	0.14%	136
2025 Q4	$663K	Buy	14,821 +4,015	+37%	+$179K	0.02%	576
2025 Q3	$483K	Buy	10,806 +3,622	+50%	+$159K	0.01%	630
2025 Q2	$305K	Buy	+7,184	New	+$299K	0.01%	716
2025 Q1	–	Sell	-260,108	Closed	-$11.1M	–	1379
2024 Q4	$11.1M	Buy	+260,108	New	+$11.8M	0.15%	154
2024 Q2	–	Sell	-5,604	Closed	-$265K	–	753
2024 Q1	$265K	Buy	5,604 +662	+13%	+$28.4K	0.01%	603
2023 Q4	$207K	Buy	+4,942	New	+$211K	0.01%	639
2022 Q4	–	Sell	-19,968	Closed	-$719K	–	636
2022 Q3	$719K	Buy	+19,968	New	+$755K	0.04%	305
2021 Q3	–	Sell	-21,740	Closed	-$586K	–	676
2021 Q2	$586K	Buy	21,740 +3,308	+18%	+$86K	0.03%	355
2021 Q1	$452K	Buy	+18,432	New	+$425K	0.03%	394
2020 Q1	–	Sell	-65,876	Closed	-$1.98M	–	878
2019 Q4	$1.98M	Buy	+65,876	New	+$1.95M	0.09%	239

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 22.9% 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

Independent Advisor Alliance's XLE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 92% in Q2 2026, selling an estimated $11M and leaving 16,826 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #494.

Independent Advisor Alliance first reported a position in XLE in Q4 2019 and has held it in 12 quarters since. The position peaked at $12.8M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Independent Advisor Alliance held 16,826 shares of State Street Energy Select Sector SPDR ETF worth $894K as of Q2 2026.
Independent Advisor Alliance sold 192,466 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11M.
State Street Energy Select Sector SPDR ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #494 holding.
Independent Advisor Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Independent Advisor Alliance's State Street Energy Select Sector SPDR ETF position peaked at $12.8M in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.