Investor's Fiduciary Advisor Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Investor's Fiduciary Advisor Network’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	$408K	Sell	7,682 -1,426	-16%	-$81.5K	0.14%	136
2026 Q1	$557K	Buy	9,108 +614	+7%	+$32.9K	0.17%	146
2025 Q4	$379K	Sell	8,494 -324	-4%	-$14.4K	0.08%	209
2025 Q3	$393K	Sell	8,818 -524	-6%	-$22.9K	0.13%	164
2025 Q2	$396K	Buy	9,342 +1,086	+13%	+$45.2K	0.15%	151
2025 Q1	$385K	Buy	8,256 +360	+5%	+$16.2K	0.18%	123
2024 Q4	$338K	Buy	+7,896	New	+$359K	0.13%	158

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

Investor's Fiduciary Advisor Network's XLE Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, selling an estimated $81.5K and leaving 7,682 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #136.

Investor's Fiduciary Advisor Network first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $557K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Investor's Fiduciary Advisor Network held 7,682 shares of State Street Energy Select Sector SPDR ETF worth $408K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 1,426 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $81.5K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #136 holding.
Investor's Fiduciary Advisor Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's State Street Energy Select Sector SPDR ETF position peaked at $557K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.