PFG Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PFG Investments’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	$2.53M	Sell	47,696 -3,597	-7%	-$206K	0.1%	175
2026 Q1	$3.14M	Sell	51,293 -802	-2%	-$43K	0.15%	126
2025 Q4	$2.33M	Sell	52,095 -1,333	-2%	-$59.4K	0.11%	168
2025 Q3	$2.39M	Buy	53,428 +9,012	+20%	+$395K	0.12%	154
2025 Q2	$1.88M	Sell	44,416 -6,276	-12%	-$261K	0.11%	176
2025 Q1	$2.37M	Sell	50,692 -6,906	-12%	-$311K	0.15%	129
2024 Q4	$2.47M	Buy	57,598 +4,244	+8%	+$193K	0.15%	121
2024 Q3	$2.34M	Buy	53,354 +2,514	+5%	+$112K	0.15%	131
2024 Q2	$2.32M	Sell	50,840 -682	-1%	-$31.8K	0.17%	115
2024 Q1	$2.43M	Buy	51,522 +30,828	+149%	+$1.32M	0.15%	151
2023 Q4	$867K	Buy	20,694 +3,600	+21%	+$154K	0.16%	150
2023 Q3	$773K	Buy	17,094 +340	+2%	+$14.9K	0.15%	157
2023 Q2	$680K	Buy	16,754 +1,330	+9%	+$54.2K	0.12%	188
2023 Q1	$639K	Buy	+15,424	New	+$659K	0.13%	180

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

PFG Investments's XLE Position: Q2 2026 in Review

PFG Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7% in Q2 2026, selling an estimated $206K and leaving 47,696 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #175.

PFG Investments first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.14M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

PFG Investments held 47,696 shares of State Street Energy Select Sector SPDR ETF worth $2.53M as of Q2 2026.
PFG Investments sold 3,597 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $206K.
State Street Energy Select Sector SPDR ETF made up 0.1% of PFG Investments's portfolio in Q2 2026, its #175 holding.
PFG Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's State Street Energy Select Sector SPDR ETF position peaked at $3.14M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.