MRA Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MRA Advisory 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	$4.44M	Sell	83,685 -1,494	-2%	-$85.4K	1.61%	19
2026 Q1	$5.22M	Sell	85,179 -8,115	-9%	-$435K	2.13%	16
2025 Q4	$4.17M	Buy	93,294 +20,894	+29%	+$930K	1.75%	18
2025 Q3	$3.23M	Buy	+72,400	New	+$3.17M	1.41%	19
2025 Q2	–	Sell	-4,376	Closed	-$204K	–	158
2025 Q1	$204K	Sell	4,376 -1,062	-20%	-$47.9K	0.11%	115
2024 Q4	$233K	Sell	5,438 -2	-0%	-$91	0.12%	90
2024 Q3	$239K	Buy	5,440 +512	+10%	+$22.9K	0.13%	86
2024 Q2	$225K	Sell	4,928 -374	-7%	-$17.4K	0.13%	92
2024 Q1	$250K	Sell	5,302 -1,334	-20%	-$57.3K	0.15%	80
2023 Q4	$278K	Sell	6,636 -67,622	-91%	-$2.89M	0.18%	71
2023 Q3	$3.36M	Sell	74,258 -708	-0.9%	-$31K	2.4%	16
2023 Q2	$3.04M	Sell	74,966 -35,504	-32%	-$1.45M	2.09%	18
2023 Q1	$4.58M	Sell	110,470 -6,330	-5%	-$271K	3.3%	7
2022 Q4	$5.11M	Sell	116,800 -5,124	-4%	-$223K	4.02%	5
2022 Q3	$4.88M	Buy	121,924 +2,258	+2%	+$85.4K	4.16%	5
2022 Q2	$4.28M	Sell	119,666 -65,154	-35%	-$2.61M	3.74%	5
2022 Q1	$7.06M	Buy	184,820 +16,742	+10%	+$580K	5.36%	3
2021 Q4	$4.66M	Sell	168,078 -614	-0.4%	-$17.3K	3.61%	4
2021 Q3	$4.39M	Sell	168,692 -8,144	-5%	-$202K	3.73%	1
2021 Q2	$4.76M	Sell	176,836 -35,992	-17%	-$936K	4.09%	2
2021 Q1	$5.22M	Buy	+212,828	New	+$4.91M	4.92%	1

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MRA Advisory Group's XLE Position: Q2 2026 in Review

MRA Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, selling an estimated $85.4K and leaving 83,685 shares worth $4.44M. The position accounts for 1.61% of the portfolio, ranked #19.

MRA Advisory Group first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.06M in Q1 2022. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MRA Advisory Group held 83,685 shares of State Street Energy Select Sector SPDR ETF worth $4.44M as of Q2 2026.
MRA Advisory Group sold 1,494 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $85.4K.
State Street Energy Select Sector SPDR ETF made up 1.61% of MRA Advisory Group's portfolio in Q2 2026, its #19 holding.
MRA Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
MRA Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $7.06M in Q1 2022.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.