Northstar Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Northstar Advisory 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	$2.65M	Buy	49,949 +32,069	+179%	+$1.83M	0.82%	32
2026 Q1	$1.1M	Buy	17,880 +3,596	+25%	+$193K	0.41%	54
2025 Q4	$639K	Buy	+14,284	New	+$636K	0.23%	71
2025 Q1	–	Sell	-19,940	Closed	-$854K	–	119
2024 Q4	$854K	Buy	19,940 +1,116	+6%	+$50.7K	0.43%	49
2024 Q3	$826K	Sell	18,824 -60,536	-76%	-$2.71M	0.43%	53
2024 Q2	$3.62M	Buy	79,360 +6,590	+9%	+$307K	2.08%	13
2024 Q1	$3.43M	Buy	72,770 +38,014	+109%	+$1.63M	2.08%	16
2023 Q4	$1.46M	Sell	34,756 -43,556	-56%	-$1.86M	0.87%	29
2023 Q3	$3.54M	Buy	78,312 +47,972	+158%	+$2.1M	2.58%	9
2023 Q2	$1.23M	Buy	+30,340	New	+$1.24M	0.81%	36
2022 Q4	–	Sell	-69,060	Closed	-$2.49M	–	99
2022 Q3	$2.49M	Buy	69,060 +332	+0.5%	+$12.6K	2.23%	9
2022 Q2	$2.46M	Buy	68,728 +9,920	+17%	+$398K	1.82%	10
2022 Q1	$2.25M	Buy	+58,808	New	+$2.04M	1.45%	19
2021 Q4	–	Sell	-52,628	Closed	-$1.37M	–	136
2021 Q3	$1.37M	Buy	+52,628	New	+$1.3M	1.34%	21

Other funds holding XLE

SCB

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

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Northstar Advisory Group's XLE Position: Q2 2026 in Review

Northstar Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 179% in Q2 2026, buying an estimated $1.83M and bringing the position to 49,949 shares worth $2.65M. The position accounts for 0.82% of the portfolio, ranked #32.

Northstar Advisory Group first reported a position in XLE in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.62M in Q2 2024. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Northstar Advisory Group held 49,949 shares of State Street Energy Select Sector SPDR ETF worth $2.65M as of Q2 2026.
Northstar Advisory Group bought 32,069 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.83M.
State Street Energy Select Sector SPDR ETF made up 0.82% of Northstar Advisory Group's portfolio in Q2 2026, its #32 holding.
Northstar Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
Northstar Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $3.62M in Q2 2024.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.