Patriot Investment Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Patriot Investment Management 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	$691K	Sell	13,004 -600	-4%	-$34.3K	0.04%	142
2026 Q1	$833K	Hold	13,604	–	–	0.05%	134
2025 Q4	$608K	Sell	13,604 -712	-5%	-$31.7K	0.04%	150
2025 Q3	$639K	Hold	14,316	–	–	0.04%	146
2025 Q2	$607K	Buy	+14,316	New	+$596K	0.04%	143
2023 Q1	–	Sell	-3,896	Closed	-$178K	–	393
2022 Q4	$178K	Buy	+3,896	New	+$170K	0.02%	246
2020 Q3	–	Sell	-922	Closed	-$17.4K	–	654
2020 Q2	$17.4K	Buy	+922	New	+$17.1K	﹤0.01%	441

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Patriot Investment Management Group's XLE Position: Q2 2026 in Review

Patriot Investment Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q2 2026, selling an estimated $34.3K and leaving 13,004 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #142.

Patriot Investment Management Group first reported a position in XLE in Q2 2020 and has held it in 7 quarters since. The position peaked at $833K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Patriot Investment Management Group held 13,004 shares of State Street Energy Select Sector SPDR ETF worth $691K as of Q2 2026.
Patriot Investment Management Group sold 600 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $34.3K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #142 holding.
Patriot Investment Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 7 quarters since.
Patriot Investment Management Group's State Street Energy Select Sector SPDR ETF position peaked at $833K in Q1 2026.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.