KFG
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Kingdom Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kingdom Financial Group’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 		$24.5K Buy
462
+210
+83% +$12K 0.01% 352
2026
Q1 		$15.4K Buy
252
+251
+25,100% +$13.5K ﹤0.01% 425
2025
Q4 		$60 Buy
+1
New +$45 ﹤0.01% 703

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kingdom Financial Group's XLE Position: Q2 2026 in Review

Kingdom Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 83% in Q2 2026, buying an estimated $12K and bringing the position to 462 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #352.

Kingdom Financial Group first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Kingdom Financial Group held 462 shares of State Street Energy Select Sector SPDR ETF worth $24.5K as of Q2 2026.
  • Kingdom Financial Group bought 210 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #352 holding.
  • Kingdom Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.