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

Mission 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	$235K	Buy	+4,426	New	+$253K	0.2%	132
2025 Q1	$226K	Buy	+7,380	New	+$333K	0.21%	128

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

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

Mission Financial Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,426 shares worth $235K. The stake represents 0.2% of the portfolio and ranks #132 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in XLE as recently as Q1 2025.

Mission Financial Group first reported a position in XLE in Q1 2025 and has held it in 2 quarters since. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mission Financial Group held 4,426 shares of State Street Energy Select Sector SPDR ETF worth $235K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Mission Financial Group position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.2% of Mission Financial Group's portfolio in Q2 2026, its #132 holding.
Mission Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.