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

Longview 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	$245K	Hold	4,609	–	–	0.14%	41
2026 Q1	$282K	Sell	4,609 -3	-0.1%	-$161	0.17%	37
2025 Q4	$206K	Hold	4,612	–	–	0.14%	46
2025 Q3	$206K	Buy	+4,612	New	+$202K	0.15%	43
2025 Q2	–	Sell	-6,056	Closed	-$283K	–	45
2025 Q1	$283K	Sell	6,056 -2,712	-31%	-$122K	0.24%	36
2024 Q4	$376K	Buy	8,768 +480	+6%	+$21.8K	0.3%	36
2024 Q3	$364K	Sell	8,288 -80	-1%	-$3.58K	0.27%	35
2024 Q2	$381K	Hold	8,368	–	–	0.29%	35
2024 Q1	$395K	Buy	8,368 +200	+2%	+$8.59K	0.3%	35
2023 Q4	$342K	Buy	+8,168	New	+$349K	0.28%	32

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

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

Longview Financial Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,609 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #41.

Longview Financial Advisors first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $395K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Longview Financial Advisors held 4,609 shares of State Street Energy Select Sector SPDR ETF worth $245K as of Q2 2026.
Longview Financial Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.14% of Longview Financial Advisors's portfolio in Q2 2026, its #41 holding.
Longview Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Longview Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $395K in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.