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
2023 Q1	–	Sell	-1,196	Closed	-$52.3K	–	519
2022 Q4	$52.3K	Hold	1,196	–	–	0.04%	151
2022 Q3	$43K	Hold	1,196	–	–	0.04%	161
2022 Q2	$42K	Buy	+1,196	New	+$48K	0.04%	176
2022 Q1	–	Sell	-1,196	Closed	-$33K	–	539
2021 Q4	$33K	Buy	+1,196	New	+$33.8K	0.03%	198

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

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. 2,040 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.
2,040 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.