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

Meridian Financial’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	$299K	Buy	5,624 +2	+0%	+$114	0.14%	118
2026 Q1	$344K	Buy	5,622 +258	+5%	+$13.8K	0.19%	102
2025 Q4	$240K	Buy	5,364 +2	+0%	+$89	0.13%	128
2025 Q3	$240K	Buy	+5,362	New	+$235K	0.13%	123

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

Meridian Financial's XLE Position: Q2 2026 in Review

Meridian Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q2 2026, buying an estimated $114 and bringing the position to 5,624 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #118.

Meridian Financial first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $344K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Meridian Financial held 5,624 shares of State Street Energy Select Sector SPDR ETF worth $299K as of Q2 2026.
Meridian Financial bought 2 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $114.
State Street Energy Select Sector SPDR ETF made up 0.14% of Meridian Financial's portfolio in Q2 2026, its #118 holding.
Meridian Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Meridian Financial's State Street Energy Select Sector SPDR ETF position peaked at $344K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.