McAlister Sweet & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McAlister Sweet & Associates’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	$289K	Buy	+5,439	New	+$311K	0.15%	31
2023 Q2	–	Sell	-8,984	Closed	-$372K	–	40
2023 Q1	$372K	Sell	8,984 -5,200	-37%	-$222K	0.41%	18
2022 Q4	$620K	Sell	14,184 -77,986	-85%	-$3.39M	0.92%	16
2022 Q3	$3.32M	Buy	+92,170	New	+$3.49M	3.55%	7

Other funds holding XLE

SCB

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

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

McAlister Sweet & Associates's XLE Position: Q2 2026 in Review

McAlister Sweet & Associates opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,439 shares worth $289K. The stake represents 0.15% of the portfolio and ranks #31 among its holdings. This is a return to the name: McAlister Sweet & Associates previously reported a position in XLE as recently as Q1 2023.

McAlister Sweet & Associates first reported a position in XLE in Q3 2022 and has held it in 4 quarters since. The position peaked at $3.32M in Q3 2022. 942 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

McAlister Sweet & Associates held 5,439 shares of State Street Energy Select Sector SPDR ETF worth $289K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new McAlister Sweet & Associates position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.15% of McAlister Sweet & Associates's portfolio in Q2 2026, its #31 holding.
McAlister Sweet & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 4 quarters since.
McAlister Sweet & Associates's State Street Energy Select Sector SPDR ETF position peaked at $3.32M in Q3 2022.
942 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.