Kingsview Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kingsview Wealth Management’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
2019 Q3	–	Sell	-1,000	Closed	-$1K	–	494
2019 Q2	$1K	Sell	1,000 -1,200	-55%	-$38.4K	﹤0.01%	452
2019 Q1	$2K	Buy	+2,200	New	+$70.7K	﹤0.01%	468

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

Kingsview Wealth Management's XLE Position: Q2 2026 in Review

Kingsview Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, selling an estimated $388K and leaving 141,338 shares worth $7.51M. The position accounts for 0.09% of the portfolio, ranked #206.

Kingsview Wealth Management first reported a position in XLE in Q1 2017 and has held it in 30 quarters since. The position peaked at $30.5M in Q4 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Kingsview Wealth Management held 141,338 shares of State Street Energy Select Sector SPDR ETF worth $7.51M as of Q2 2026.
Kingsview Wealth Management sold 6,784 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $388K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #206 holding.
Kingsview Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
Kingsview Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $30.5M in Q4 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.