McIntyre, Freedman & Flynn Investment Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$1.97M	Sell	37,030 -18,750	-34%	-$1.07M	1.18%	29
2026 Q1	$3.42M	Sell	55,780 -400	-0.7%	-$21.5K	1.94%	18
2025 Q4	$2.51M	Sell	56,180 -2,000	-3%	-$89.1K	1.58%	22
2025 Q3	$2.6M	Sell	58,180 -1,660	-3%	-$72.7K	1.56%	25
2025 Q2	$2.54M	Hold	59,840	–	–	1.79%	19
2025 Q1	$2.8M	Hold	59,840	–	–	2.06%	19
2024 Q4	$2.56M	Buy	59,840 +100	+0.2%	+$4.54K	1.91%	20
2024 Q3	$2.62M	Sell	59,740 -400	-0.7%	-$17.9K	1.87%	21
2024 Q2	$2.74M	Sell	60,140 -160	-0.3%	-$7.45K	1.98%	19
2024 Q1	$2.85M	Hold	60,300	–	–	2.07%	15
2023 Q4	$2.53M	Buy	60,300 +1,840	+3%	+$78.7K	2.02%	16
2023 Q3	$2.64M	Hold	58,460	–	–	2.23%	14
2023 Q2	$2.37M	Hold	58,460	–	–	2.03%	21
2023 Q1	$2.42M	Hold	58,460	–	–	2.06%	25
2022 Q4	$2.56M	Buy	+58,460	New	+$2.54M	2.12%	22

Other funds holding XLE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's XLE Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q2 2026, selling an estimated $1.07M and leaving 37,030 shares worth $1.97M. The position accounts for 1.18% of the portfolio, ranked #29.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.42M in Q1 2026. 1,635 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 37,030 shares of State Street Energy Select Sector SPDR ETF worth $1.97M as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers sold 18,750 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
State Street Energy Select Sector SPDR ETF made up 1.18% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #29 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's State Street Energy Select Sector SPDR ETF position peaked at $3.42M in Q1 2026.
1,635 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.