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

Krilogy Financial’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	$8.6M	Sell	161,986 -1,570	-1%	-$89.8K	0.25%	71
2026 Q1	$9.25M	Sell	163,556 -20,844	-11%	-$1.12M	0.3%	61
2025 Q4	$9.08M	Buy	184,400 +4,586	+3%	+$204K	0.31%	61
2025 Q3	$7.86M	Buy	179,814 +33,212	+23%	+$1.45M	0.3%	61
2025 Q2	$6.22M	Buy	146,602 +8,248	+6%	+$344K	0.36%	59
2025 Q1	$6.46M	Sell	138,354 -6,746	-5%	-$304K	0.42%	53
2024 Q4	$6.21M	Buy	145,100 +9,990	+7%	+$454K	0.41%	55
2024 Q3	$5.93M	Sell	135,110 -8,526	-6%	-$381K	0.41%	55
2024 Q2	$6.55M	Sell	143,636 -1,130	-0.8%	-$52.6K	0.48%	46
2024 Q1	$6.83M	Buy	144,766 +256	+0.2%	+$11K	0.52%	46
2023 Q4	$6.06M	Buy	144,510 +2,430	+2%	+$104K	0.52%	48
2023 Q3	$6.42M	Buy	142,080 +12,732	+10%	+$557K	0.59%	39
2023 Q2	$5.25M	Buy	129,348 +6,194	+5%	+$252K	0.47%	50
2023 Q1	$5.1M	Buy	123,154 +20,362	+20%	+$871K	0.43%	48
2022 Q4	$4.5M	Buy	102,792 +4,932	+5%	+$215K	0.43%	44
2022 Q3	$3.52M	Buy	97,860 +1,126	+1%	+$42.6K	0.42%	37
2022 Q2	$3.46M	Sell	96,734 -2,684	-3%	-$108K	0.4%	38
2022 Q1	$3.8M	Sell	99,418 -1,852	-2%	-$64.1K	0.39%	44
2021 Q4	$2.81M	Sell	101,270 -34,258	-25%	-$968K	0.28%	55
2021 Q3	$3.53M	Buy	135,528 +20,660	+18%	+$512K	0.35%	50
2021 Q2	$3.09M	Buy	114,868 +7,176	+7%	+$187K	0.31%	54
2021 Q1	$2.64M	Sell	107,692 -11,766	-10%	-$271K	0.28%	59
2020 Q4	$2.26M	Sell	119,458 -792	-0.7%	-$13.6K	0.27%	60
2020 Q3	$1.8M	Buy	120,250 +42,542	+55%	+$755K	0.25%	61
2020 Q2	$1.47M	Sell	77,708 -20,218	-21%	-$376K	0.23%	64
2020 Q1	$1.42M	Buy	97,926 +49,228	+101%	+$1.17M	0.27%	59
2019 Q4	$1.46M	Sell	48,698 -8,152	-14%	-$242K	0.24%	71
2019 Q3	$1.68M	Buy	56,850 +1,468	+3%	+$44.4K	0.3%	68
2019 Q2	$1.76M	Sell	55,382 -2,198	-4%	-$70.4K	0.34%	65
2019 Q1	$1.9M	Buy	57,580 +1,418	+3%	+$45.5K	0.4%	57
2018 Q4	$1.61M	Buy	56,162 +3,492	+7%	+$117K	0.44%	39
2018 Q3	$2M	Buy	52,670 +1,978	+4%	+$74.2K	0.45%	35
2018 Q2	$1.93M	Sell	50,692 -2,826	-5%	-$105K	0.49%	36
2018 Q1	$1.8M	Sell	53,518 -470	-0.9%	-$16.6K	0.43%	36
2017 Q4	$1.95M	Buy	53,988 +6,552	+14%	+$226K	0.47%	34
2017 Q3	$1.62M	Buy	47,436 +1,436	+3%	+$46.7K	0.41%	37
2017 Q2	$1.49M	Buy	46,000 +6,138	+15%	+$206K	0.42%	35
2017 Q1	$1.5M	Hold	39,862	–	–	0.47%	36
2016 Q4	$1.5M	Sell	39,862 -1,996	-5%	-$72.2K	0.47%	36
2016 Q3	$1.48M	Sell	41,858 -6,924	-14%	-$237K	0.47%	36
2016 Q2	$1.66M	Sell	48,782 -9,762	-17%	-$322K	0.58%	33
2016 Q1	$1.81M	Buy	58,544 +5,700	+11%	+$165K	0.75%	27
2015 Q4	$1.59M	Buy	52,844 +2,150	+4%	+$70.8K	1.48%	19
2015 Q3	$1.55M	Buy	+50,694	New	+$1.71M	0.74%	27

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

Krilogy Financial's XLE Position: Q2 2026 in Review

Krilogy Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.96% in Q2 2026, selling an estimated $89.8K and leaving 161,986 shares worth $8.6M. The position accounts for 0.25% of the portfolio, ranked #71.

Krilogy Financial first reported a position in XLE in Q3 2015 and has held it in 44 quarters since. The position peaked at $9.25M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Krilogy Financial held 161,986 shares of State Street Energy Select Sector SPDR ETF worth $8.6M as of Q2 2026.
Krilogy Financial sold 1,570 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $89.8K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Krilogy Financial's portfolio in Q2 2026, its #71 holding.
Krilogy Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 44 quarters since.
Krilogy Financial's State Street Energy Select Sector SPDR ETF position peaked at $9.25M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.