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

Latitude 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	$273K	Sell	5,146 -924	-15%	-$52.8K	0.11%	206
2026 Q1	$372K	Buy	6,070 +2	+0%	+$107	0.17%	141
2025 Q4	$271K	Buy	6,068 +4	+0.1%	+$178	0.12%	179
2025 Q3	$271K	Buy	6,064 +60	+1%	+$2.63K	0.12%	170
2025 Q2	$255K	Sell	6,004 -1,504	-20%	-$62.6K	0.13%	170
2025 Q1	$351K	Sell	7,508 -502	-6%	-$22.6K	0.2%	117
2024 Q4	$343K	Sell	8,010 -1,174	-13%	-$53.4K	0.19%	116
2024 Q3	$403K	Sell	9,184 -28	-0.3%	-$1.25K	0.23%	105
2024 Q2	$420K	Buy	9,212 +12	+0.1%	+$559	0.26%	85
2024 Q1	$434K	Sell	9,200 -108	-1%	-$4.64K	0.27%	87
2023 Q4	$390K	Buy	9,308 +1,394	+18%	+$59.6K	0.27%	97
2023 Q3	$358K	Buy	7,914 +236	+3%	+$10.3K	0.26%	98
2023 Q2	$312K	Sell	7,678 -378	-5%	-$15.4K	0.22%	106
2023 Q1	$334K	Sell	8,056 -182	-2%	-$7.78K	0.24%	111
2022 Q4	$360K	Buy	8,238 +88	+1%	+$3.83K	0.27%	94
2022 Q3	$293K	Buy	8,150 +1,170	+17%	+$44.2K	0.24%	98
2022 Q2	$255K	Sell	6,980 -5,024	-42%	-$202K	0.23%	108
2022 Q1	$459K	Sell	12,004 -2,218	-16%	-$76.8K	0.1%	193
2021 Q4	$395K	Sell	14,222 -328	-2%	-$9.27K	0.11%	189
2021 Q3	$379K	Buy	14,550 +4,136	+40%	+$102K	0.12%	171
2021 Q2	$281K	Buy	+10,414	New	+$271K	0.21%	119

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Latitude Advisors's XLE Position: Q2 2026 in Review

Latitude Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, selling an estimated $52.8K and leaving 5,146 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #206.

Latitude Advisors first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $459K in Q1 2022. 952 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Latitude Advisors held 5,146 shares of State Street Energy Select Sector SPDR ETF worth $273K as of Q2 2026.
Latitude Advisors sold 924 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $52.8K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #206 holding.
Latitude Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Latitude Advisors's State Street Energy Select Sector SPDR ETF position peaked at $459K in Q1 2022.
952 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.