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

Legend 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	$2M	Sell	37,749 -6,367	-14%	-$364K	1.14%	19
2026 Q1	$2.7M	Buy	44,116 +142	+0.3%	+$7.62K	1.74%	15
2025 Q4	$1.97M	Buy	43,974 +2,392	+6%	+$107K	1.19%	17
2025 Q3	$1.86M	Buy	41,582 +2,668	+7%	+$117K	1.14%	17
2025 Q2	$1.65M	Buy	38,914 +1,404	+4%	+$58.5K	1.1%	18
2025 Q1	$1.75M	Buy	+37,510	New	+$1.69M	1.29%	17

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

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

Legend Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $364K and leaving 37,749 shares worth $2M. The position accounts for 1.14% of the portfolio, ranked #19.

Legend Financial Advisors first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.7M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Legend Financial Advisors held 37,749 shares of State Street Energy Select Sector SPDR ETF worth $2M as of Q2 2026.
Legend Financial Advisors sold 6,367 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $364K.
State Street Energy Select Sector SPDR ETF made up 1.14% of Legend Financial Advisors's portfolio in Q2 2026, its #19 holding.
Legend Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Legend Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.7M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.