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

Independent Financial 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	$9.38M	Sell	176,610 -57,186	-24%	-$3.27M	0.18%	114
2026 Q1	$14.3M	Buy	233,796 +70,557	+43%	+$3.78M	0.32%	53
2025 Q4	$7.3M	Buy	163,239 +12,715	+8%	+$566K	0.16%	120
2025 Q3	$6.72M	Sell	150,524 -14,152	-9%	-$620K	0.16%	119
2025 Q2	$6.98M	Sell	164,676 -19,928	-11%	-$830K	0.19%	101
2025 Q1	$8.63M	Sell	184,604 -160,166	-46%	-$7.22M	0.3%	55
2024 Q4	$14.8M	Sell	344,770 -23,616	-6%	-$1.07M	0.49%	30
2024 Q3	$16.2M	Sell	368,386 -21,942	-6%	-$981K	0.59%	25
2024 Q2	$17.8M	Buy	390,328 +7,896	+2%	+$368K	0.71%	18
2024 Q1	$18.1M	Buy	382,432 +9,228	+2%	+$396K	0.83%	15
2023 Q4	$15.6M	Sell	373,204 -32,138	-8%	-$1.37M	0.84%	14
2023 Q3	$18.3M	Buy	405,342 +59,486	+17%	+$2.6M	1.19%	9
2023 Q2	$14M	Buy	345,856 +10,372	+3%	+$422K	0.97%	10
2023 Q1	$13.9M	Buy	335,484 +38,106	+13%	+$1.63M	1.11%	9
2022 Q4	$13M	Buy	297,378 +35,536	+14%	+$1.55M	1.12%	11
2022 Q3	$9.43M	Buy	261,842 +84,842	+48%	+$3.21M	0.85%	13
2022 Q2	$6.33M	Buy	177,000 +86,966	+97%	+$3.49M	0.68%	22
2022 Q1	$3.44M	Buy	90,034 +16,422	+22%	+$569K	0.28%	68
2021 Q4	$2.04M	Buy	73,612 +24,580	+50%	+$695K	0.17%	127
2021 Q3	$1.28M	Sell	49,032 -1,192	-2%	-$29.5K	0.13%	162
2021 Q2	$1.35M	Buy	50,224 +13,794	+38%	+$359K	0.14%	164
2021 Q1	$894K	Buy	36,430 +9,064	+33%	+$209K	0.12%	198
2020 Q4	$519K	Buy	+27,366	New	+$472K	0.08%	300
2020 Q3	–	Sell	-47,424	Closed	-$897K	–	542
2020 Q2	$897K	Buy	47,424 +16,286	+52%	+$303K	0.2%	130
2020 Q1	$452K	Buy	+31,138	New	+$739K	0.13%	187

Other funds holding XLE

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's XLE Position: Q2 2026 in Review

Independent Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, selling an estimated $3.27M and leaving 176,610 shares worth $9.38M. The position accounts for 0.18% of the portfolio, ranked #114.

Independent Financial Group first reported a position in XLE in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.3M in Q3 2023. 1,959 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Independent Financial Group held 176,610 shares of State Street Energy Select Sector SPDR ETF worth $9.38M as of Q2 2026.
Independent Financial Group sold 57,186 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.27M.
State Street Energy Select Sector SPDR ETF made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #114 holding.
Independent Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Independent Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $18.3M in Q3 2023.
1,959 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.