Pettinga Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pettinga Financial Advisors’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	$2.77M	Buy	52,062 +4,658	+10%	+$266K	0.44%	44
2026 Q1	$2.9M	Sell	47,404 -7,768	-14%	-$417K	0.55%	42
2025 Q4	$2.47M	Sell	55,172 -12,746	-19%	-$568K	0.47%	44
2025 Q3	$3.03M	Sell	67,918 -236	-0.3%	-$10.3K	0.59%	39
2025 Q2	$2.89M	Sell	68,154 -16	-0%	-$666	0.63%	33
2025 Q1	$3.19M	Sell	68,170 -14,646	-18%	-$660K	0.75%	35
2024 Q4	$3.55M	Buy	82,816 +884	+1%	+$40.2K	0.8%	32
2024 Q3	$3.6M	Buy	81,932 +1,254	+2%	+$56.1K	0.85%	29
2024 Q2	$3.68M	Sell	80,678 -4,126	-5%	-$192K	0.92%	29
2024 Q1	$4M	Sell	84,804 -5,708	-6%	-$245K	1.02%	26
2023 Q4	$3.79M	Buy	90,512 +26,374	+41%	+$1.13M	1.02%	25
2023 Q3	$2.9M	Buy	64,138 +1,720	+3%	+$75.3K	0.88%	28
2023 Q2	$2.53M	Buy	62,418 +3,688	+6%	+$150K	0.75%	30
2023 Q1	$2.43M	Buy	58,730 +190	+0.3%	+$8.12K	0.76%	31
2022 Q4	$2.56M	Sell	58,540 -12,468	-18%	-$543K	0.83%	30
2022 Q3	$2.56M	Sell	71,008 -20,038	-22%	-$758K	0.88%	25
2022 Q2	$3.25M	Sell	91,046 -808	-0.9%	-$32.4K	0.98%	26
2022 Q1	$3.51M	Sell	91,854 -754	-0.8%	-$26.1K	0.88%	30
2021 Q4	$2.57M	Buy	92,608 +25,270	+38%	+$714K	0.62%	40
2021 Q3	$1.75M	Buy	67,338 +7,352	+12%	+$182K	0.45%	42
2021 Q2	$1.62M	Buy	59,986 +3,036	+5%	+$78.9K	0.43%	40
2021 Q1	$1.4M	Buy	56,950 +5,150	+10%	+$119K	0.41%	42
2020 Q4	$982K	Buy	51,800 +7,800	+18%	+$134K	0.35%	40
2020 Q3	$659K	Buy	44,000 +6,200	+16%	+$110K	0.28%	47
2020 Q2	$715K	Sell	37,800 -2,380	-6%	-$44.3K	0.35%	39
2020 Q1	$584K	Sell	40,180 -4,040	-9%	-$95.8K	0.39%	39
2019 Q4	$1.33M	Sell	44,220 -12,480	-22%	-$370K	0.71%	30
2019 Q3	$1.68M	Sell	56,700 -22,650	-29%	-$685K	0.9%	24
2019 Q2	$2.53M	Buy	79,350 +3,100	+4%	+$99.3K	1.31%	16
2019 Q1	$2.52M	Buy	76,250 +21,700	+40%	+$697K	1.35%	15
2018 Q4	$1.56M	Buy	+54,550	New	+$1.83M	1.03%	23

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

Pettinga Financial Advisors's XLE Position: Q2 2026 in Review

Pettinga Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q2 2026, buying an estimated $266K and bringing the position to 52,062 shares worth $2.77M. The position accounts for 0.44% of the portfolio, ranked #44.

Pettinga Financial Advisors first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $4M in Q1 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pettinga Financial Advisors held 52,062 shares of State Street Energy Select Sector SPDR ETF worth $2.77M as of Q2 2026.
Pettinga Financial Advisors bought 4,658 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $266K.
State Street Energy Select Sector SPDR ETF made up 0.44% of Pettinga Financial Advisors's portfolio in Q2 2026, its #44 holding.
Pettinga Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4M in Q1 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.