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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

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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. 501 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.
  • 501 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.