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Insight Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Insight Advisors’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 		$607K Sell
11,422
-850
-7% -$48.6K 0.11% 126
2026
Q1 		$752K Sell
12,272
-192
-2% -$10.3K 0.14% 96
2025
Q4 		$557K Sell
12,464
-5,816
-32% -$259K 0.08% 151
2025
Q3 		$817K Buy
18,280
+2,714
+17% +$119K 0.12% 112
2025
Q2 		$660K Buy
15,566
+962
+7% +$40.1K 0.11% 124
2025
Q1 		$682K Buy
14,604
+354
+2% +$16K 0.12% 112
2024
Q4 		$602K Sell
14,250
-1,826
-11% -$83K 0.1% 131
2024
Q3 		$706K Sell
16,076
-882
-5% -$39.4K 0.12% 121
2024
Q2 		$773K Buy
16,958
+2,916
+21% +$136K 0.14% 108
2024
Q1 		$663K Sell
14,042
-986
-7% -$42.4K 0.13% 124
2023
Q4 		$630K Sell
15,028
-158
-1% -$6.76K 0.13% 115
2023
Q3 		$686K Buy
15,186
+2,902
+24% +$127K 0.16% 111
2023
Q2 		$499K Sell
12,284
-1,688
-12% -$68.8K 0.11% 138
2023
Q1 		$579K Sell
13,972
-1,628
-10% -$69.6K 0.14% 121
2022
Q4 		$658K Buy
15,600
+5,604
+56% +$244K 0.23% 114
2022
Q3 		$360K Buy
9,996
+158
+2% +$5.97K 0.14% 185
2022
Q2 		$353K Sell
9,838
-434
-4% -$17.4K 0.12% 208
2022
Q1 		$393K Sell
10,272
-13,196
-56% -$457K 0.12% 212
2021
Q4 		$651K Sell
23,468
-1,004
-4% -$28.4K 0.19% 127
2021
Q3 		$704K Buy
+24,472
New +$606K 0.21% 128

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Insight Advisors's XLE Position: Q2 2026 in Review

Insight Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.9% in Q2 2026, selling an estimated $48.6K and leaving 11,422 shares worth $607K. The position accounts for 0.11% of the portfolio, ranked #126.

Insight Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $817K in Q3 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Insight Advisors held 11,422 shares of State Street Energy Select Sector SPDR ETF worth $607K as of Q2 2026.
  • Insight Advisors sold 850 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $48.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #126 holding.
  • Insight Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Insight Advisors's State Street Energy Select Sector SPDR ETF position peaked at $817K in Q3 2025.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.