SACKS & ASSOCIATES, LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SACKS & ASSOCIATES, LLC’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	$416K	Buy	6,983 +19	+0.3%	+$1.09K	0.28%	58
2026 Q1	$427K	Buy	6,964 +124	+2%	+$6.65K	0.32%	55
2025 Q4	$306K	Buy	+6,840	New	+$305K	0.22%	65

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

SACKS & ASSOCIATES, LLC's XLE Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.27% in Q2 2026, buying an estimated $1.09K and bringing the position to 6,983 shares worth $416K. The position accounts for 0.28% of the portfolio, ranked #58.

SACKS & ASSOCIATES, LLC first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SACKS & ASSOCIATES, LLC held 6,983 shares of State Street Energy Select Sector SPDR ETF worth $416K as of Q2 2026.
SACKS & ASSOCIATES, LLC bought 19 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.09K.
State Street Energy Select Sector SPDR ETF made up 0.28% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #58 holding.
SACKS & ASSOCIATES, LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
SACKS & ASSOCIATES, LLC's State Street Energy Select Sector SPDR ETF position peaked at $427K in Q1 2026.
1,275 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.