Kestra 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
$37M Sell
696,314
-71,008
-9% -$4.06M 0.12% 170
2026
Q1
$47M Buy
767,322
+141,431
+23% +$7.59M 0.18% 109
2025
Q4
$28M Sell
625,891
-1,353
-0.2% -$60.3K 0.12% 173
2025
Q3
$28M Buy
627,244
+133,760
+27% +$5.86M 0.13% 152
2025
Q2
$20.9M Sell
493,484
-7,660
-2% -$319K 0.1% 190
2025
Q1
$23.4M Sell
501,144
-14,018
-3% -$632K 0.11% 142
2024
Q4
$22.1M Buy
515,162
+38,666
+8% +$1.76M 0.12% 156
2024
Q3
$20.9M Sell
476,496
-218,348
-31% -$9.76M 0.12% 187
2024
Q2
$31.7M Buy
694,844
+101,126
+17% +$4.71M 0.18% 116
2024
Q1
$28M Buy
593,718
+132,564
+29% +$5.69M 0.19% 107
2023
Q4
$19.3M Sell
461,154
-111,600
-19% -$4.77M 0.16% 126
2023
Q3
$25.9M Sell
572,754
-119,060
-17% -$5.21M 0.25% 79
2023
Q2
$28.1M Sell
691,814
-174,300
-20% -$7.1M 0.28% 68
2023
Q1
$35.9M Sell
866,114
-173,664
-17% -$7.43M 0.39% 40
2022
Q4
$45.5M Buy
1,039,778
+268,926
+35% +$11.7M 0.4% 41
2022
Q3
$27.8M Buy
770,852
+67,354
+10% +$2.55M 0.3% 68
2022
Q2
$25.2M Buy
703,498
+84,346
+14% +$3.38M 0.26% 82
2022
Q1
$23.7M Buy
619,152
+145,102
+31% +$5.03M 0.25% 81
2021
Q4
$13.2M Buy
474,050
+59,200
+14% +$1.67M 0.13% 175
2021
Q3
$10.8M Buy
414,850
+51,554
+14% +$1.28M 0.11% 207
2021
Q2
$9.79M Buy
363,296
+44,336
+14% +$1.15M 0.11% 209
2021
Q1
$7.82M Buy
318,960
+121,200
+61% +$2.8M 0.1% 235
2020
Q4
$3.78M Buy
197,760
+32,010
+19% +$552K 0.04% 409
2020
Q3
$2.48M Buy
+165,750
New +$2.94M 0.05% 384

Other funds holding XLE

Kestra Advisory Services's XLE Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.3% in Q2 2026, selling an estimated $4.06M and leaving 696,314 shares worth $37M. The position accounts for 0.12% of the portfolio, ranked #170.

Kestra Advisory Services first reported a position in XLE in Q3 2020 and has held it in 24 quarters since. The position peaked at $47M in Q1 2026. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Kestra Advisory Services held 696,314 shares of State Street Energy Select Sector SPDR ETF worth $37M as of Q2 2026.
  • Kestra Advisory Services sold 71,008 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.06M.
  • State Street Energy Select Sector SPDR ETF made up 0.12% of Kestra Advisory Services's portfolio in Q2 2026, its #170 holding.
  • Kestra Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $47M in Q1 2026.
  • 2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.