Investors Asset Management of Georgia’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Investors Asset Management of Georgia’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	$880K	Sell	16,573 -71	-0.4%	-$4.06K	0.31%	88
2026 Q1	$1.02M	Sell	16,644 -96	-0.6%	-$5.15K	0.42%	71
2025 Q4	$748K	Sell	16,740 -16	-0.1%	-$713	0.31%	80
2025 Q3	$749K	Buy	16,756 +40	+0.2%	+$1.75K	0.32%	81
2025 Q2	$709K	Buy	16,716 +114	+0.7%	+$4.75K	0.33%	78
2025 Q1	$776K	Sell	16,602 -554	-3%	-$25K	0.39%	68
2024 Q4	$735K	Sell	17,156 -522	-3%	-$23.7K	0.36%	71
2024 Q3	$776K	Buy	17,678 +250	+1%	+$11.2K	0.37%	72
2024 Q2	$794K	Sell	17,428 -131,674	-88%	-$6.13M	0.39%	67
2024 Q1	$7.04M	Buy	149,102 +7,310	+5%	+$314K	3.31%	2
2023 Q4	$5.94M	Buy	141,792 +3,602	+3%	+$154K	3.01%	3
2023 Q3	$6.25M	Buy	138,190 +37,756	+38%	+$1.65M	3.45%	2
2023 Q2	$4.08M	Buy	100,434 +10,442	+12%	+$425K	2.1%	8
2023 Q1	$3.9M	Sell	89,992 -8,040	-8%	-$344K	2.08%	7
2022 Q4	$4.29M	Sell	98,032 -4,538	-4%	-$198K	2.23%	6
2022 Q3	$3.69M	Sell	102,570 -10,980	-10%	-$415K	1.9%	7
2022 Q2	$4.06M	Buy	113,550 +100,120	+745%	+$4.02M	2.11%	7
2022 Q1	$513K	Buy	13,430 +1,092	+9%	+$37.8K	0.26%	100
2021 Q4	$342K	Buy	12,338 +434	+4%	+$12.3K	0.16%	127
2021 Q3	$310K	Buy	11,904 +2,086	+21%	+$51.7K	0.16%	130
2021 Q2	$264K	Buy	+9,818	New	+$255K	0.14%	140

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 22.96% 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

Investors Asset Management of Georgia's XLE Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.43% in Q2 2026, selling an estimated $4.06K and leaving 16,573 shares worth $880K. The position accounts for 0.31% of the portfolio, ranked #88.

Investors Asset Management of Georgia first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.04M in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Investors Asset Management of Georgia held 16,573 shares of State Street Energy Select Sector SPDR ETF worth $880K as of Q2 2026.
Investors Asset Management of Georgia sold 71 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.06K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #88 holding.
Investors Asset Management of Georgia first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Investors Asset Management of Georgia's State Street Energy Select Sector SPDR ETF position peaked at $7.04M in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.