McGuire Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McGuire Investment 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	$2.96M	Buy	55,689 +334	+0.6%	+$19.1K	0.26%	60
2026 Q1	$3.39M	Sell	55,355 -53,570	-49%	-$2.87M	0.38%	55
2025 Q4	$4.87M	Sell	108,925 -37	-0%	-$1.65K	0.52%	49
2025 Q3	$4.87M	Sell	108,962 -1,252	-1%	-$54.8K	0.55%	50
2025 Q2	$4.67M	Buy	110,214 +32,062	+41%	+$1.34M	0.6%	49
2025 Q1	$3.65M	Buy	78,152 +2,938	+4%	+$132K	0.54%	49
2024 Q4	$3.22M	Buy	75,214 +656	+0.9%	+$29.8K	0.47%	50
2024 Q3	$3.27M	Buy	74,558 +102	+0.1%	+$4.56K	0.46%	49
2024 Q2	$3.39M	Buy	74,456 +564	+0.8%	+$26.3K	0.49%	46
2024 Q1	$3.49M	Buy	+73,892	New	+$3.17M	0.51%	48

Other funds holding XLE

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

McGuire Investment Group's XLE Position: Q2 2026 in Review

McGuire Investment Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.6% in Q2 2026, buying an estimated $19.1K and bringing the position to 55,689 shares worth $2.96M. The position accounts for 0.26% of the portfolio, ranked #60.

McGuire Investment Group first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.87M in Q4 2025. 1,275 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

McGuire Investment Group held 55,689 shares of State Street Energy Select Sector SPDR ETF worth $2.96M as of Q2 2026.
McGuire Investment Group bought 334 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $19.1K.
State Street Energy Select Sector SPDR ETF made up 0.26% of McGuire Investment Group's portfolio in Q2 2026, its #60 holding.
McGuire Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
McGuire Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $4.87M in Q4 2025.
1,275 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.