Investment Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Investment Advisory Group's XLE Position: Q2 2026 in Review
Investment Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.3% in Q2 2026, selling an estimated $27.3K and leaving 4,654 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #186.
Investment Advisory Group first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Investment Advisory Group held 4,654 shares of State Street Energy Select Sector SPDR ETF worth $247K as of Q2 2026.
- Investment Advisory Group sold 478 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $27.3K.
- State Street Energy Select Sector SPDR ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #186 holding.
- Investment Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
- Investment Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $314K 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 Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.