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

Paladin 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	$47.7K	Hold	898	–	–	0.03%	153
2026 Q1	$55K	Hold	898	–	–	0.04%	144
2025 Q4	$40.1K	Sell	898 -738	-45%	-$32.9K	0.03%	159
2025 Q3	$73.1K	Buy	1,636 +738	+82%	+$32.3K	0.06%	124
2025 Q2	$38.1K	Hold	898	–	–	0.03%	152
2025 Q1	$42K	Hold	898	–	–	0.03%	155
2024 Q4	$38.5K	Hold	898	–	–	0.03%	161
2024 Q3	$39.4K	Hold	898	–	–	0.03%	160
2024 Q2	$40.9K	Hold	898	–	–	0.03%	154
2024 Q1	$42.7K	Hold	898	–	–	0.03%	154
2023 Q4	$37.6K	Hold	898	–	–	0.03%	158
2023 Q3	$40.6K	Hold	898	–	–	0.03%	158
2023 Q2	$36.4K	Hold	898	–	–	0.03%	171
2023 Q1	$37.2K	Buy	+898	New	+$38.4K	0.03%	168
2022 Q2	–	Sell	-1,196	Closed	-$48K	–	539
2022 Q1	$46K	Buy	+1,196	New	+$41.4K	0.04%	177

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

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

Paladin Advisory Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 898 shares worth $47.7K. The position accounts for 0.03% of the portfolio, ranked #153.

Paladin Advisory Group first reported a position in XLE in Q1 2022 and has held it in 15 quarters since. The position peaked at $73.1K in Q3 2025. 965 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Paladin Advisory Group held 898 shares of State Street Energy Select Sector SPDR ETF worth $47.7K as of Q2 2026.
Paladin Advisory Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Paladin Advisory Group's portfolio in Q2 2026, its #153 holding.
Paladin Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $73.1K in Q3 2025.
965 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.