Keating Financial Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$118K Hold
2,223
– – 0.02% 450
2026
Q1
$136K Sell
2,223
-421
-16% -$22.6K 0.02% 402
2025
Q4
$118K Buy
+2,644
New +$118K 0.02% 465

Other funds holding XLE

Keating Financial Advisory Services's XLE Position: Q2 2026 in Review

Keating Financial Advisory Services held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,223 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #450.

Keating Financial Advisory Services first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Keating Financial Advisory Services held 2,223 shares of State Street Energy Select Sector SPDR ETF worth $118K as of Q2 2026.
  • Keating Financial Advisory Services left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #450 holding.
  • Keating Financial Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $136K 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.