IRC
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Investors Research Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Investors Research Corp’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 		$5.98M Sell
112,616
-3,364
-3% -$192K 1.07% 22
2026
Q1 		$7.1M Sell
115,980
-201
-0.2% -$10.8K 1.36% 19
2025
Q4 		$5.19M Sell
116,181
-1,775
-2% -$79K 0.95% 23
2025
Q3 		$5.27M Sell
117,956
-7,364
-6% -$322K 0.97% 24
2025
Q2 		$5.31M Sell
125,320
-3,660
-3% -$152K 1.04% 22
2025
Q1 		$6.03M Sell
128,980
-530
-0.4% -$23.9K 1.31% 17
2024
Q4 		$5.55M Sell
129,510
-122
-0.1% -$5.54K 1.22% 18
2024
Q3 		$5.69M Sell
129,632
-2,562
-2% -$115K 1.24% 16
2024
Q2 		$6.02M Sell
132,194
-1,746
-1% -$81.3K 1.41% 13
2024
Q1 		$6.32M Sell
133,940
-6,966
-5% -$299K 1.48% 13
2023
Q4 		$5.91M Sell
140,906
-696
-0.5% -$29.8K 1.43% 13
2023
Q3 		$6.4M Sell
141,602
-12,048
-8% -$527K 1.67% 13
2023
Q2 		$6.24M Buy
153,650
+2,420
+2% +$98.6K 1.57% 13
2023
Q1 		$6.26M Buy
151,230
+3,840
+3% +$164K 1.63% 13
2022
Q4 		$6.45M Buy
147,390
+3,900
+3% +$170K 1.74% 5
2022
Q3 		$5.17M Buy
143,490
+7,262
+5% +$275K 1.58% 11
2022
Q2 		$4.87M Buy
136,228
+7,938
+6% +$318K 1.46% 10
2022
Q1 		$4.9M Buy
128,290
+13,326
+12% +$462K 1.38% 9
2021
Q4 		$3.19M Buy
114,964
+15,534
+16% +$439K 0.97% 20
2021
Q3 		$2.59M Buy
99,430
+12,322
+14% +$305K 0.87% 22
2021
Q2 		$2.35M Buy
87,108
+16,108
+23% +$419K 0.81% 15
2021
Q1 		$1.74M Buy
71,000
+19,092
+37% +$440K 0.66% 18
2020
Q4 		$984K Buy
51,908
+32,320
+165% +$557K 0.39% 67
2020
Q3 		$293K Buy
19,588
+16,918
+634% +$300K 0.14% 219
2020
Q2 		$51K Buy
+2,670
New +$49.7K 0.03% 488

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Investors Research Corp's XLE Position: Q2 2026 in Review

Investors Research Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q2 2026, selling an estimated $192K and leaving 112,616 shares worth $5.98M. The position accounts for 1.07% of the portfolio, ranked #22.

Investors Research Corp first reported a position in XLE in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.1M in Q1 2026. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Investors Research Corp held 112,616 shares of State Street Energy Select Sector SPDR ETF worth $5.98M as of Q2 2026.
  • Investors Research Corp sold 3,364 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $192K.
  • State Street Energy Select Sector SPDR ETF made up 1.07% of Investors Research Corp's portfolio in Q2 2026, its #22 holding.
  • Investors Research Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
  • Investors Research Corp's State Street Energy Select Sector SPDR ETF position peaked at $7.1M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.