IFG
XLEI

Independent Financial Group’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

Independent Financial Group’s Portfolio XLEI Stock Details XLEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Sell
10,246
-4,404
-30% -$117K ﹤0.01% 1342
2026
Q1 		$414K Buy
+14,650
New +$384K 0.01% 1020

Other funds holding XLEI

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

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

Independent Financial Group reduced its State Street Energy Select Sector SPDR Premium Income ETF (XLEI) stake by 30% in Q2 2026, selling an estimated $117K and leaving 10,246 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Independent Financial Group first reported a position in XLEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $414K in Q1 2026. 9 funds tracked by Wall St. Rank hold XLEI as of Q2 2026.

  • Independent Financial Group held 10,246 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $258K as of Q2 2026.
  • Independent Financial Group sold 4,404 State Street Energy Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $117K.
  • State Street Energy Select Sector SPDR Premium Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1342 holding.
  • Independent Financial Group first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's State Street Energy Select Sector SPDR Premium Income ETF position peaked at $414K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q2 2026.

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