Narus Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Narus Financial Partners’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	$858K	Sell	16,148 -1,845	-10%	-$105K	0.22%	76
2026 Q1	$1.1M	Sell	17,993 -412	-2%	-$22.1K	0.29%	58
2025 Q4	$823K	Sell	18,405 -2,597	-12%	-$116K	0.23%	66
2025 Q3	$938K	Sell	21,002 -348	-2%	-$15.2K	0.26%	65
2025 Q2	$905K	Sell	21,350 -4,212	-16%	-$175K	0.28%	55
2025 Q1	$1.19M	Buy	25,562 +952	+4%	+$42.9K	0.41%	42
2024 Q4	$1.05M	Sell	24,610 -1,220	-5%	-$55.4K	0.36%	47
2024 Q3	$1.13M	Sell	25,830 -48	-0.2%	-$2.15K	0.41%	49
2024 Q2	$1.18M	Sell	25,878 -808	-3%	-$37.6K	0.48%	44
2024 Q1	$1.26M	Sell	26,686 -996	-4%	-$42.8K	0.54%	38
2023 Q4	$1.16M	Sell	27,682 -10,164	-27%	-$435K	0.56%	39
2023 Q3	$1.71M	Sell	37,846 -1,904	-5%	-$83.3K	0.88%	21
2023 Q2	$1.61M	Sell	39,750 -4,458	-10%	-$182K	0.83%	22
2023 Q1	$1.83M	Sell	44,208 -852	-2%	-$36.4K	0.99%	21
2022 Q4	$1.97M	Buy	45,060 +2,926	+7%	+$127K	1.14%	17
2022 Q3	$1.52M	Buy	42,134 +1,268	+3%	+$48K	0.96%	19
2022 Q2	$1.46M	Buy	40,866 +8,784	+27%	+$352K	0.93%	21
2022 Q1	$1.23M	Buy	+32,082	New	+$1.11M	0.69%	23
2021 Q1	$480K	Buy	+19,574	New	+$452K	0.29%	50
2019 Q4	$429K	Sell	14,296 -2,440	-15%	-$72.4K	0.3%	37
2019 Q3	$495K	Sell	16,736 -290	-2%	-$8.77K	0.36%	31
2019 Q2	$542K	Buy	+17,026	New	+$545K	0.42%	24
2017 Q3	$784K	Buy	22,908 +1,890	+9%	+$61.5K	0.69%	21
2017 Q2	$682K	Sell	21,018 -1,492	-7%	-$50.1K	0.63%	23
2017 Q1	$787K	Sell	22,510 -76	-0.3%	-$2.75K	0.76%	21
2016 Q4	$851K	Buy	+22,586	New	+$817K	0.9%	16

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

Narus Financial Partners's XLE Position: Q2 2026 in Review

Narus Financial Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $105K and leaving 16,148 shares worth $858K. The position accounts for 0.22% of the portfolio, ranked #76.

Narus Financial Partners first reported a position in XLE in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.97M in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Narus Financial Partners held 16,148 shares of State Street Energy Select Sector SPDR ETF worth $858K as of Q2 2026.
Narus Financial Partners sold 1,845 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Narus Financial Partners's portfolio in Q2 2026, its #76 holding.
Narus Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 26 quarters since.
Narus Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.97M in Q4 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.