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

Laraway 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	$478K	Buy	9,009 +244	+3%	+$14K	0.29%	83
2026 Q1	$537K	Buy	8,765 +1,417	+19%	+$76K	0.38%	69
2025 Q4	$329K	Buy	7,348 +328	+5%	+$14.6K	0.21%	105
2025 Q3	$314K	Buy	7,020 +110	+2%	+$4.82K	0.21%	102
2025 Q2	$293K	Sell	6,910 -244	-3%	-$10.2K	0.22%	102
2025 Q1	$334K	Buy	7,154 +1,606	+29%	+$72.4K	0.27%	89
2024 Q4	$238K	Sell	5,548 -96	-2%	-$4.36K	0.18%	109
2024 Q3	$248K	Buy	5,644 +86	+2%	+$3.84K	0.2%	105
2024 Q2	$253K	Sell	5,558 -1,894	-25%	-$88.2K	0.22%	96
2024 Q1	$352K	Buy	7,452 +476	+7%	+$20.4K	0.31%	79
2023 Q4	$292K	Buy	6,976 +4	+0.1%	+$171	0.28%	85
2023 Q3	$315K	Sell	6,972 -144	-2%	-$6.3K	0.33%	77
2023 Q2	$289K	Buy	7,116 +64	+0.9%	+$2.61K	0.29%	85
2023 Q1	$292K	Buy	7,052 +206	+3%	+$8.81K	0.3%	87
2022 Q4	$299K	Sell	6,846 -454	-6%	-$19.8K	0.31%	88
2022 Q3	$263K	Buy	7,300 +20	+0.3%	+$756	0.29%	89
2022 Q2	$260K	Hold	7,280	–	–	0.28%	91
2022 Q1	$278K	Buy	+7,280	New	+$252K	0.25%	94

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

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

Laraway Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, buying an estimated $14K and bringing the position to 9,009 shares worth $478K. The position accounts for 0.29% of the portfolio, ranked #83.

Laraway Financial Advisors first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $537K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Laraway Financial Advisors held 9,009 shares of State Street Energy Select Sector SPDR ETF worth $478K as of Q2 2026.
Laraway Financial Advisors bought 244 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14K.
State Street Energy Select Sector SPDR ETF made up 0.29% of Laraway Financial Advisors's portfolio in Q2 2026, its #83 holding.
Laraway Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Laraway Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $537K in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.