Mutual Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.85M | Sell |
129,047
-30,135
| -19% | -$1.72M | 0.13% | 156 |
|
|
2026
Q1 | $9.75M | Buy |
159,182
+27,729
| +21% | +$1.49M | 0.21% | 88 |
|
|
2025
Q4 | $5.88M | Buy |
131,453
+2,845
| +2% | +$127K | 0.13% | 168 |
|
|
2025
Q3 | $5.72M | Sell |
128,608
-10,704
| -8% | -$469K | 0.13% | 167 |
|
|
2025
Q2 | $6.07M | Buy |
139,312
+26,150
| +23% | +$1.09M | 0.15% | 146 |
|
|
2025
Q1 | $4.66M | Sell |
113,162
-25,674
| -18% | -$1.16M | 0.13% | 156 |
|
|
2024
Q4 | $6.47M | Sell |
138,836
-37,730
| -21% | -$1.71M | 0.19% | 102 |
|
|
2024
Q3 | $7.93M | Buy |
176,566
+35,782
| +25% | +$1.6M | 0.23% | 78 |
|
|
2024
Q2 | $6.43M | Buy |
140,784
+15,430
| +12% | +$719K | 0.19% | 105 |
|
|
2024
Q1 | $5.92M | Sell |
125,354
-49,646
| -28% | -$2.13M | 0.19% | 104 |
|
|
2023
Q4 | $7.34M | Buy |
175,000
+66,254
| +61% | +$2.83M | 0.26% | 73 |
|
|
2023
Q3 | $4.91M | Sell |
108,746
-117,982
| -52% | -$5.16M | 0.19% | 110 |
|
|
2023
Q2 | $9.2M | Buy |
226,728
+71,250
| +46% | +$2.9M | 0.35% | 43 |
|
|
2023
Q1 | $6.44M | Sell |
155,478
-10,388
| -6% | -$444K | 0.26% | 81 |
|
|
2022
Q4 | $7.25M | Sell |
165,866
-21,342
| -11% | -$929K | 0.32% | 62 |
|
|
2022
Q3 | $6.74M | Buy |
187,208
+49,758
| +36% | +$1.88M | 0.35% | 59 |
|
|
2022
Q2 | $4.91M | Buy |
137,450
+17,342
| +14% | +$696K | 0.33% | 67 |
|
|
2022
Q1 | $4.59M | Sell |
120,108
-35,634
| -23% | -$1.23M | 0.26% | 82 |
|
|
2021
Q4 | $4.32M | Sell |
155,742
-3,188
| -2% | -$90.1K | 0.23% | 95 |
|
|
2021
Q3 | $4.14M | Buy |
158,930
+590
| +0.4% | +$14.6K | 0.24% | 97 |
|
|
2021
Q2 | $4.26M | Buy |
158,340
+43,216
| +38% | +$1.12M | 0.25% | 96 |
|
|
2021
Q1 | $2.82M | Buy |
115,124
+75,744
| +192% | +$1.75M | 0.19% | 130 |
|
|
2020
Q4 | $746K | Sell |
39,380
-36,320
| -48% | -$626K | 0.06% | 387 |
|
|
2020
Q3 | $1.13M | Sell |
75,700
-148
| -0.2% | -$2.63K | 0.1% | 217 |
|
|
2020
Q2 | $1.44M | Buy |
75,848
+56,364
| +289% | +$1.05M | 0.14% | 165 |
|
|
2020
Q1 | $283K | Sell |
19,484
-13,832
| -42% | -$328K | 0.04% | 413 |
|
|
2019
Q4 | $1M | Sell |
33,316
-41,310
| -55% | -$1.23M | 0.11% | 231 |
|
|
2019
Q3 | $2.21M | Buy |
74,626
+44,054
| +144% | +$1.33M | 0.29% | 82 |
|
|
2019
Q2 | $974K | Buy |
30,572
+1,086
| +4% | +$34.8K | 0.13% | 209 |
|
|
2019
Q1 | $975K | Buy |
29,486
+10,316
| +54% | +$331K | 0.14% | 175 |
|
|
2018
Q4 | $550K | Sell |
19,170
-4,586
| -19% | -$153K | 0.11% | 226 |
|
|
2018
Q3 | $900K | Sell |
23,756
-1,662
| -7% | -$62.3K | 0.14% | 184 |
|
|
2018
Q2 | $965K | Buy |
25,418
+1,404
| +6% | +$52.2K | 0.22% | 144 |
|
|
2018
Q1 | $809K | Buy |
+24,014
| New | +$850K | 0.21% | 161 |
|
Other funds holding XLE
Mutual Advisors's XLE Position: Q2 2026 in Review
Mutual Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, selling an estimated $1.72M and leaving 129,047 shares worth $6.85M. The position accounts for 0.13% of the portfolio, ranked #156.
Mutual Advisors first reported a position in XLE in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.75M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Mutual Advisors held 129,047 shares of State Street Energy Select Sector SPDR ETF worth $6.85M as of Q2 2026.
- Mutual Advisors sold 30,135 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.72M.
- State Street Energy Select Sector SPDR ETF made up 0.13% of Mutual Advisors's portfolio in Q2 2026, its #156 holding.
- Mutual Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
- Mutual Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.75M in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.