Kelleher Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kelleher Financial Advisors’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	$1.43M	Buy	26,908 +7,454	+38%	+$426K	0.2%	93
2026 Q1	$1.19M	Sell	19,454 -400	-2%	-$21.5K	0.3%	61
2025 Q4	$888K	Sell	19,854 -116	-0.6%	-$5.17K	0.2%	75
2025 Q3	$892K	Hold	19,970	–	–	0.22%	72
2025 Q2	$847K	Hold	19,970	–	–	0.29%	50
2025 Q1	$933K	Buy	19,970 +550	+3%	+$24.8K	0.37%	44
2024 Q4	$832K	Hold	19,420	–	–	0.31%	45
2024 Q3	$853K	Hold	19,420	–	–	0.32%	45
2024 Q2	$885K	Hold	19,420	–	–	0.36%	37
2024 Q1	$917K	Sell	19,420 -1,140	-6%	-$49K	0.38%	36
2023 Q4	$862K	Hold	20,560	–	–	0.4%	33
2023 Q3	$929K	Sell	20,560 -328	-2%	-$14.4K	0.48%	32
2023 Q2	$848K	Sell	20,888 -440	-2%	-$17.9K	0.49%	35
2023 Q1	$883K	Buy	21,328 +6,000	+39%	+$257K	0.58%	31
2022 Q4	$670K	Sell	15,328 -26	-0.2%	-$1.13K	0.5%	38
2022 Q3	$552K	Hold	15,354	–	–	0.4%	55
2022 Q2	$548K	Hold	15,354	–	–	0.25%	68
2022 Q1	$586K	Buy	15,354 +26	+0.2%	+$901	0.32%	59
2021 Q4	$425K	Sell	15,328 -12,500	-45%	-$353K	0.23%	76
2021 Q3	$724K	Buy	27,828 +12,500	+82%	+$310K	0.32%	76
2021 Q2	$412K	Sell	15,328 -14,372	-48%	-$374K	0.23%	75
2021 Q1	$728K	Buy	+29,700	New	+$685K	0.47%	47
2018 Q4	–	Sell	-5,632	Closed	-$213K	–	93
2018 Q3	$213K	Hold	5,632	–	–	0.28%	82
2018 Q2	$213K	Buy	+5,632	New	+$209K	0.3%	77
2018 Q1	–	Sell	-5,632	Closed	-$203K	–	94
2017 Q4	$203K	Buy	+5,632	New	+$194K	0.32%	76
2017 Q2	–	Sell	-5,912	Closed	-$206K	–	91
2017 Q1	$206K	Buy	5,912 +200	+4%	+$7.23K	0.44%	79
2016 Q4	$215K	Hold	5,712	–	–	0.12%	125
2016 Q3	$201K	Sell	5,712 -684	-11%	-$23.4K	0.11%	125
2016 Q2	$218K	Buy	+6,396	New	+$211K	0.13%	121

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

Kelleher Financial Advisors's XLE Position: Q2 2026 in Review

Kelleher Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q2 2026, buying an estimated $426K and bringing the position to 26,908 shares worth $1.43M. The position accounts for 0.2% of the portfolio, ranked #93.

Kelleher Financial Advisors first reported a position in XLE in Q2 2016 and has held it in 29 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Kelleher Financial Advisors held 26,908 shares of State Street Energy Select Sector SPDR ETF worth $1.43M as of Q2 2026.
Kelleher Financial Advisors bought 7,454 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $426K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Kelleher Financial Advisors's portfolio in Q2 2026, its #93 holding.
Kelleher Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 29 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.