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
2022
Q3
Sell
-1,000
Closed -$2K 955
2022
Q2
$2K Buy
+1,000
New +$40.1K ﹤0.01% 844

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.