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

Merit Financial 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	$15.1M	Buy	284,961 +3,632	+1%	+$208K	0.09%	195
2026 Q1	$17.2M	Buy	281,329 +15,847	+6%	+$850K	0.13%	139
2025 Q4	$11.9M	Buy	265,482 +122,164	+85%	+$5.44M	0.1%	177
2025 Q3	$6.4M	Buy	143,318 +2,538	+2%	+$111K	0.06%	258
2025 Q2	$5.97M	Sell	140,780 -25,664	-15%	-$1.07M	0.07%	227
2025 Q1	$7.78M	Sell	166,444 -63,648	-28%	-$2.87M	0.12%	142
2024 Q4	$9.85M	Buy	230,092 +144	+0.1%	+$6.54K	0.18%	110
2024 Q3	$10.1M	Sell	229,948 -3,066	-1%	-$137K	0.23%	76
2024 Q2	$10.6M	Buy	233,014 +2,342	+1%	+$109K	0.23%	74
2024 Q1	$10.7M	Buy	230,672 +102,390	+80%	+$4.4M	0.25%	69
2023 Q4	$5.38M	Buy	128,282 +8,074	+7%	+$345K	0.16%	91
2023 Q3	$5.43M	Buy	120,208 +48,628	+68%	+$2.13M	0.18%	89
2023 Q2	$2.91M	Sell	71,580 -103,680	-59%	-$4.22M	0.09%	167
2023 Q1	$7.26M	Buy	175,260 +15,276	+10%	+$653K	0.26%	64
2022 Q4	$7M	Buy	159,984 +117,790	+279%	+$5.13M	0.25%	62
2022 Q3	$1.52M	Buy	42,194 +11,782	+39%	+$446K	0.07%	193
2022 Q2	$1.09M	Buy	30,412 +20,592	+210%	+$826K	0.03%	247
2022 Q1	$375K	Buy	+9,820	New	+$340K	0.02%	274
2018 Q4	–	Sell	-10,194	Closed	-$386K	–	123
2018 Q3	$386K	Buy	10,194 +1,152	+13%	+$43.2K	0.06%	69
2018 Q2	$343K	Buy	+9,042	New	+$336K	0.06%	81

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Merit Financial Group's XLE Position: Q2 2026 in Review

Merit Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2026, buying an estimated $208K and bringing the position to 284,961 shares worth $15.1M. The position accounts for 0.09% of the portfolio, ranked #195.

Merit Financial Group first reported a position in XLE in Q2 2018 and has held it in 20 quarters since. The position peaked at $17.2M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Merit Financial Group held 284,961 shares of State Street Energy Select Sector SPDR ETF worth $15.1M as of Q2 2026.
Merit Financial Group bought 3,632 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #195 holding.
Merit Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 20 quarters since.
Merit Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $17.2M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.