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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
2021
Q3 		– Sell
-1,000
Closed -$27K – 352
2021
Q2 		$27K Buy
+1,000
New +$26K ﹤0.01% 319

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
OC
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
ET
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.