Pittenger & Anderson Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pittenger & Anderson Inc’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	$18.8M	Buy	353,324 +15,350	+5%	+$878K	0.67%	55
2026 Q1	$20.7M	Buy	337,974 +20,350	+6%	+$1.09M	0.82%	43
2025 Q4	$14.2M	Buy	317,624 +20,346	+7%	+$906K	0.55%	60
2025 Q3	$13.3M	Sell	297,278 -1,150	-0.4%	-$50.3K	0.49%	63
2025 Q2	$12.7M	Sell	298,428 -880	-0.3%	-$36.6K	0.46%	66
2025 Q1	$14M	Sell	299,308 -1,640	-0.5%	-$73.9K	0.51%	53
2024 Q4	$12.9M	Buy	300,948 +490	+0.2%	+$22.3K	0.47%	61
2024 Q3	$13.2M	Buy	300,458 +1,460	+0.5%	+$65.3K	0.49%	59
2024 Q2	$13.6M	Hold	298,998	–	–	0.56%	50
2024 Q1	$14.1M	Sell	298,998 -700	-0.2%	-$30.1K	0.57%	53
2023 Q4	$12.6M	Sell	299,698 -400	-0.1%	-$17.1K	0.56%	52
2023 Q3	$13.6M	Sell	300,098 -3,680	-1%	-$161K	0.68%	42
2023 Q2	$12.3M	Sell	303,778 -250	-0.1%	-$10.2K	0.59%	53
2023 Q1	$12.6M	Sell	304,028 -1,716	-0.6%	-$73.4K	0.65%	48
2022 Q4	$13.4M	Buy	305,744 +876	+0.3%	+$38.1K	0.74%	39
2022 Q3	$11M	Sell	304,868 -4,382	-1%	-$166K	0.66%	45
2022 Q2	$11.1M	Buy	309,250 +45,150	+17%	+$1.81M	0.65%	48
2022 Q1	$10.1M	Buy	264,100 +11,900	+5%	+$412K	0.5%	65
2021 Q4	$7M	Sell	252,200 -19,800	-7%	-$559K	0.32%	87
2021 Q3	$7.08M	Sell	272,000 -2,750	-1%	-$68.1K	0.36%	80
2021 Q2	$7.4M	Buy	274,750 +274,700	+549,400%	+$7.14M	0.38%	76
2021 Q1	$1K	Buy	+50	New	+$1.15K	﹤0.01%	393
2020 Q1	–	Sell	-1,070	Closed	-$32K	–	383
2019 Q4	$32K	Sell	1,070 -6,550	-86%	-$194K	﹤0.01%	289
2019 Q3	$226K	Sell	7,620 -1,500	-16%	-$45.4K	0.02%	209
2019 Q2	$291K	Sell	9,120 -150	-2%	-$4.8K	0.02%	199
2019 Q1	$306K	Sell	9,270 -30	-0.3%	-$964	0.02%	199
2018 Q4	$267K	Sell	9,300 -2,040	-18%	-$68.3K	0.02%	200
2018 Q3	$429K	Sell	11,340 -2,030	-15%	-$76.1K	0.03%	199
2018 Q2	$508K	Buy	13,370 +620	+5%	+$23K	0.04%	190
2018 Q1	$430K	Sell	12,750 -1,170	-8%	-$41.4K	0.04%	201
2017 Q4	$503K	Sell	13,920 -400	-3%	-$13.8K	0.04%	190
2017 Q3	$490K	Sell	14,320 -1,780	-11%	-$57.9K	0.04%	185
2017 Q2	$523K	Sell	16,100 -2,670	-14%	-$89.7K	0.05%	187
2017 Q1	$656K	Sell	18,770 -4,348	-19%	-$157K	0.07%	181
2016 Q4	$871K	Sell	23,118 -2,680	-10%	-$96.9K	0.09%	173
2016 Q3	$911K	Sell	25,798 -1,310	-5%	-$44.9K	0.1%	172
2016 Q2	$925K	Sell	27,108 -720	-3%	-$23.8K	0.1%	170
2016 Q1	$861K	Sell	27,828 -9,240	-25%	-$268K	0.1%	160
2015 Q4	$1.12M	Sell	37,068 -52,836	-59%	-$1.74M	0.14%	152
2015 Q3	$2.75M	Buy	89,904 +22,004	+32%	+$742K	0.36%	75
2015 Q2	$2.55M	Sell	67,900 -1,080	-2%	-$42.9K	0.33%	86
2015 Q1	$2.68M	Sell	68,980 -4,010	-5%	-$155K	0.34%	78
2014 Q4	$2.89M	Buy	72,990 +8,550	+13%	+$355K	0.38%	71
2014 Q3	$2.92M	Sell	64,440 -460	-0.7%	-$22.3K	0.43%	53
2014 Q2	$3.25M	Buy	64,900 +140	+0.2%	+$6.63K	0.48%	46
2014 Q1	$2.88M	Sell	64,760 -1,040	-2%	-$44.9K	0.4%	56
2013 Q4	$2.91M	Buy	65,800 +740	+1%	+$31.9K	0.41%	55
2013 Q3	$2.7M	Sell	65,060 -480	-0.7%	-$19.8K	0.43%	50
2013 Q2	$2.57M	Buy	+65,540	New	+$2.6M	0.44%	55

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

Pittenger & Anderson Inc's XLE Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q2 2026, buying an estimated $878K and bringing the position to 353,324 shares worth $18.8M. The position accounts for 0.67% of the portfolio, ranked #55.

Pittenger & Anderson Inc first reported a position in XLE in Q2 2013 and has held it in 49 quarters since. The position peaked at $20.7M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pittenger & Anderson Inc held 353,324 shares of State Street Energy Select Sector SPDR ETF worth $18.8M as of Q2 2026.
Pittenger & Anderson Inc bought 15,350 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $878K.
State Street Energy Select Sector SPDR ETF made up 0.67% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #55 holding.
Pittenger & Anderson Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
Pittenger & Anderson Inc's State Street Energy Select Sector SPDR ETF position peaked at $20.7M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.