Mount Yale Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mount Yale Investment Advisors’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
2022 Q1	–	Sell	-2,000	Closed	-$56K	–	504
2021 Q4	$56K	Buy	+2,000	New	+$56.5K	0.01%	453

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 22.9% 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

Mount Yale Investment Advisors's XLE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.8% in Q2 2026, buying an estimated $211K and bringing the position to 101,332 shares worth $5.38M. The position accounts for 0.1% of the portfolio, ranked #219.

Mount Yale Investment Advisors first reported a position in XLE in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.98M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mount Yale Investment Advisors held 101,332 shares of State Street Energy Select Sector SPDR ETF worth $5.38M as of Q2 2026.
Mount Yale Investment Advisors bought 3,690 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $211K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #219 holding.
Mount Yale Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
Mount Yale Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.98M in Q1 2026.
2,046 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.