Mayfair Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mayfair Advisory Group’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	$543K	Sell	9,101 -97	-1%	-$5.55K	0.16%	94
2026 Q1	$563K	Buy	9,198 +3	+0%	+$161	0.2%	86
2025 Q4	$420K	Sell	9,195 -39	-0.4%	-$1.74K	0.16%	112
2025 Q3	$412K	Sell	9,234 -196	-2%	-$8.58K	0.18%	105
2025 Q2	$400K	Sell	9,430 -396	-4%	-$16.5K	0.19%	100
2025 Q1	$459K	Sell	9,826 -908	-8%	-$40.9K	0.26%	73
2024 Q4	$460K	Buy	10,734 +352	+3%	+$16K	0.27%	73
2024 Q3	$484K	Sell	10,382 -296	-3%	-$13.2K	0.31%	63
2024 Q2	$483K	Sell	10,678 -14,416	-57%	-$671K	0.33%	58
2024 Q1	$1.18M	Buy	25,094 +1,388	+6%	+$59.6K	0.86%	25
2023 Q4	$1M	Sell	23,706 -1,672	-7%	-$71.5K	0.86%	27
2023 Q3	$1.13M	Buy	25,378 +4,122	+19%	+$180K	1.09%	22
2023 Q2	$859K	Sell	21,256 -3,092	-13%	-$126K	0.86%	28
2023 Q1	$1.06M	Buy	24,348 +400	+2%	+$17.1K	1.15%	22
2022 Q4	$1.04M	Buy	23,948 +56	+0.2%	+$2.44K	1.33%	18
2022 Q3	$909K	Sell	23,892 -1,282	-5%	-$48.5K	1.28%	19
2022 Q2	$987K	Buy	25,174 +5,590	+29%	+$224K	1.3%	18
2022 Q1	$755K	Buy	19,584 +656	+3%	+$22.7K	0.97%	24
2021 Q4	$560K	Buy	18,928 +560	+3%	+$15.8K	0.74%	31
2021 Q3	$503K	Buy	18,368 +2,790	+18%	+$69.1K	0.77%	32
2021 Q2	$420K	Buy	+15,578	New	+$405K	0.67%	39

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mayfair Advisory Group's XLE Position: Q2 2026 in Review

Mayfair Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q2 2026, selling an estimated $5.55K and leaving 9,101 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #94.

Mayfair Advisory Group first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q1 2024. 1,536 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mayfair Advisory Group held 9,101 shares of State Street Energy Select Sector SPDR ETF worth $543K as of Q2 2026.
Mayfair Advisory Group sold 97 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.55K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Mayfair Advisory Group's portfolio in Q2 2026, its #94 holding.
Mayfair Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Mayfair Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $1.18M in Q1 2024.
1,536 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.