Northland Securities’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Northland Securities’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	$3.88M	Buy	73,048 +6,308	+9%	+$361K	2.26%	7
2026 Q1	$4.09M	Sell	66,740 -2,521	-4%	-$135K	3.89%	4
2025 Q4	$3.1M	Buy	+69,261	New	+$3.08M	2.97%	7

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northland Securities's XLE Position: Q2 2026 in Review

Northland Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.5% in Q2 2026, buying an estimated $361K and bringing the position to 73,048 shares worth $3.88M. The position accounts for 2.26% of the portfolio, ranked #7.

Northland Securities first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.09M in Q1 2026. 1,544 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Northland Securities held 73,048 shares of State Street Energy Select Sector SPDR ETF worth $3.88M as of Q2 2026.
Northland Securities bought 6,308 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $361K.
State Street Energy Select Sector SPDR ETF made up 2.26% of Northland Securities's portfolio in Q2 2026, its #7 holding.
Northland Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Northland Securities's State Street Energy Select Sector SPDR ETF position peaked at $4.09M in Q1 2026.
1,544 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.