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

Mayflower 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	$1.06M	Buy	19,939 +583	+3%	+$33.3K	0.09%	192
2026 Q1	$1.19M	Sell	19,356 -122	-0.6%	-$6.54K	0.14%	150
2025 Q4	$871K	Buy	19,478 +592	+3%	+$26.4K	0.11%	173
2025 Q3	$844K	Buy	18,886 +414	+2%	+$18.1K	0.11%	177
2025 Q2	$783K	Buy	18,472 +80	+0.4%	+$3.33K	0.11%	178
2025 Q1	$859K	Buy	18,392 +228	+1%	+$10.3K	0.13%	161
2024 Q4	$778K	Hold	18,164	–	–	0.12%	165
2024 Q3	$797K	Sell	18,164 -156	-0.9%	-$6.97K	0.12%	162
2024 Q2	$835K	Sell	18,320 -130	-0.7%	-$6.05K	0.14%	149
2024 Q1	$871K	Sell	18,450 -1,198	-6%	-$51.5K	0.15%	145
2023 Q4	$824K	Sell	19,648 -386	-2%	-$16.5K	0.11%	151
2023 Q3	$905K	Sell	20,034 -316	-2%	-$13.8K	0.14%	133
2023 Q2	$826K	Buy	20,350 +14	+0.1%	+$570	0.11%	155
2023 Q1	$842K	Sell	20,336 -5,498	-21%	-$235K	0.11%	145
2022 Q4	$1.13M	Buy	25,834 +2,134	+9%	+$92.9K	0.16%	113
2022 Q3	$853K	Sell	23,700 -10,544	-31%	-$399K	0.14%	116
2022 Q2	$1.22M	Buy	34,244 +2,924	+9%	+$117K	0.19%	99
2022 Q1	$1.2M	Buy	31,320 +9,012	+40%	+$312K	0.16%	100
2021 Q4	$619K	Buy	22,308 +8,326	+60%	+$235K	0.08%	170
2021 Q3	$406K	Buy	13,982 +1,490	+12%	+$36.9K	0.05%	218
2021 Q2	$336K	Buy	12,492 +1,082	+9%	+$28.1K	0.05%	225
2021 Q1	$280K	Buy	+11,410	New	+$263K	0.04%	239

Other funds holding XLE

FMI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Mayflower Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2026, buying an estimated $33.3K and bringing the position to 19,939 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #192.

Mayflower Financial Advisors first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2022. 763 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mayflower Financial Advisors held 19,939 shares of State Street Energy Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Mayflower Financial Advisors bought 583 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $33.3K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #192 holding.
Mayflower Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Mayflower Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.22M in Q2 2022.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.