Petix & Botte Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Petix & Botte Financial’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	$3M	Buy	56,424 +23,593	+72%	+$1.35M	0.6%	35
2026 Q1	$4.02M	Sell	32,831 -35,394	-52%	-$1.9M	0.9%	29
2025 Q4	$3.05M	Sell	68,225 -11,289	-14%	-$503K	0.69%	34
2025 Q3	$3.55M	Sell	79,514 -9,468	-11%	-$415K	0.82%	33
2025 Q2	$3.77M	Sell	88,982 -8,474	-9%	-$353K	0.93%	31
2025 Q1	$4.55M	Sell	97,456 -6,440	-6%	-$290K	1.2%	27
2024 Q4	$4.45M	Sell	103,896 -30,364	-23%	-$1.38M	1.17%	27
2024 Q3	$5.89M	Buy	134,260 +904	+0.7%	+$40.4K	1.57%	20
2024 Q2	$6.08M	Buy	133,356 +66,280	+99%	+$3.09M	1.72%	19
2024 Q1	$3.17M	Sell	67,076 -67,192	-50%	-$2.89M	0.79%	42
2023 Q4	$5.63M	Sell	134,268 -1,312	-1%	-$56.1K	1.66%	19
2023 Q3	$6.13M	Buy	135,580 +3,776	+3%	+$165K	1.93%	16
2023 Q2	$5.35M	Buy	131,804 +66,418	+102%	+$2.71M	1.66%	18
2023 Q1	$2.71M	Buy	+65,386	New	+$2.8M	1.82%	17
2022 Q3	$2.3M	Sell	63,820 -1,754	-3%	-$66.3K	1.75%	17
2022 Q2	$2.35M	Sell	65,574 -73,906	-53%	-$2.97M	1.73%	18
2022 Q1	$5.33M	Buy	139,480 +66,666	+92%	+$2.31M	1.64%	17
2021 Q4	$2.02M	Sell	72,814 -52,982	-42%	-$1.5M	1.29%	23
2021 Q3	$3.27M	Buy	125,796 +71,806	+133%	+$1.78M	1.11%	23
2021 Q2	$1.45M	Buy	53,990 +3,542	+7%	+$92.1K	1.01%	26
2021 Q1	$1.24M	Buy	50,448 +5,430	+12%	+$125K	0.91%	28
2020 Q4	$853K	Buy	45,018 +714	+2%	+$12.3K	0.64%	33
2020 Q3	$661K	Sell	44,304 -36,628	-45%	-$650K	0.53%	36
2020 Q2	$764K	Buy	80,932 +40,406	+100%	+$751K	0.63%	32
2020 Q1	$589K	Buy	40,526 +13,382	+49%	+$317K	0.57%	36
2019 Q4	$812K	Buy	+27,144	New	+$805K	0.64%	39

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

Petix & Botte Financial's XLE Position: Q2 2026 in Review

Petix & Botte Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q2 2026, buying an estimated $1.35M and bringing the position to 56,424 shares worth $3M. The position accounts for 0.6% of the portfolio, ranked #35.

Petix & Botte Financial first reported a position in XLE in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.13M in Q3 2023. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Petix & Botte Financial held 56,424 shares of State Street Energy Select Sector SPDR ETF worth $3M as of Q2 2026.
Petix & Botte Financial bought 23,593 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.35M.
State Street Energy Select Sector SPDR ETF made up 0.6% of Petix & Botte Financial's portfolio in Q2 2026, its #35 holding.
Petix & Botte Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Petix & Botte Financial's State Street Energy Select Sector SPDR ETF position peaked at $6.13M in Q3 2023.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.