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

Mustico 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	$338K	Buy	+5,696	New	+$326K	0.22%	37
2026 Q1	–	Sell	-4,637	Closed	-$216K	–	48
2025 Q4	$216K	Buy	+4,637	New	+$206K	0.17%	40

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

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

Mustico Financial Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,696 shares worth $338K. The stake represents 0.22% of the portfolio and ranks #37 among its holdings. This is a return to the name: Mustico Financial Group previously reported a position in XLE as recently as Q4 2025.

Mustico Financial Group first reported a position in XLE in Q4 2025 and has held it in 2 quarters since. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mustico Financial Group held 5,696 shares of State Street Energy Select Sector SPDR ETF worth $338K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Mustico Financial Group position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.22% of Mustico Financial Group's portfolio in Q2 2026, its #37 holding.
Mustico Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.