Pacific Sun Financial’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
$834K Buy
15,698
+1,266
+9% +$72.4K 0.34% 90
2026
Q1
$884K Buy
14,432
+934
+7% +$50.1K 0.43% 72
2025
Q4
$603K Buy
13,498
+406
+3% +$18.1K 0.29% 102
2025
Q3
$585K Buy
13,092
+1,244
+10% +$54.5K 0.28% 105
2025
Q2
$502K Buy
11,848
+1,590
+16% +$66.2K 0.26% 115
2025
Q1
$479K Buy
10,258
+2,976
+41% +$134K 0.27% 116
2024
Q4
$312K Buy
+7,282
New +$331K 0.17% 147
2018
Q1
Sell
-5,656
Closed -$204K 210
2017
Q4
$204K Buy
+5,656
New +$195K 0.11% 138

Other funds holding XLE

Pacific Sun Financial's XLE Position: Q2 2026 in Review

Pacific Sun Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.8% in Q2 2026, buying an estimated $72.4K and bringing the position to 15,698 shares worth $834K. The position accounts for 0.34% of the portfolio, ranked #90.

Pacific Sun Financial first reported a position in XLE in Q4 2017 and has held it in 8 quarters since. The position peaked at $884K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Pacific Sun Financial held 15,698 shares of State Street Energy Select Sector SPDR ETF worth $834K as of Q2 2026.
  • Pacific Sun Financial bought 1,266 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $72.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.34% of Pacific Sun Financial's portfolio in Q2 2026, its #90 holding.
  • Pacific Sun Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 8 quarters since.
  • Pacific Sun Financial's State Street Energy Select Sector SPDR ETF position peaked at $884K 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 Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.