Powell Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Powell Investment 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	$1.22M	Buy	23,050 +109	+0.5%	+$6.23K	0.39%	36
2026 Q1	$1.41M	Buy	22,941 +95	+0.4%	+$5.1K	0.48%	31
2025 Q4	$1.02M	Buy	22,846 +124	+0.5%	+$5.52K	0.35%	38
2025 Q3	$1.01M	Buy	22,722 +122	+0.5%	+$5.34K	0.35%	40
2025 Q2	$958K	Buy	22,600 +124	+0.6%	+$5.16K	0.36%	40
2025 Q1	$1.05M	Buy	22,476 +110	+0.5%	+$4.96K	0.52%	28
2024 Q4	$958K	Buy	22,366 +2,250	+11%	+$102K	0.44%	35
2024 Q3	$883K	Buy	20,116 +102	+0.5%	+$4.56K	0.41%	40
2024 Q2	$912K	Buy	20,014 +94	+0.5%	+$4.38K	0.47%	36
2024 Q1	$940K	Buy	19,920 +96	+0.5%	+$4.12K	0.5%	33
2023 Q4	$831K	Buy	19,824 +112	+0.6%	+$4.79K	0.46%	34
2023 Q3	$891K	Buy	19,712 +88	+0.4%	+$3.85K	0.54%	31
2023 Q2	$796K	Sell	19,624 -11,608	-37%	-$473K	0.47%	37
2023 Q1	$1.29M	Buy	31,232 +1,108	+4%	+$47.4K	0.72%	22
2022 Q4	$1.32M	Buy	30,124 +12,392	+70%	+$539K	0.76%	22
2022 Q3	$639K	Buy	17,732 +160	+0.9%	+$6.05K	0.42%	37
2022 Q2	$628K	Buy	17,572 +110	+0.6%	+$4.41K	0.38%	38
2022 Q1	$667K	Buy	17,462 +1,336	+8%	+$46.3K	0.39%	39
2021 Q4	$447K	Buy	16,126 +1,106	+7%	+$31.3K	0.25%	54
2021 Q3	$391K	Buy	15,020 +58	+0.4%	+$1.44K	0.24%	57
2021 Q2	$403K	Buy	14,962 +2,546	+21%	+$66.2K	0.25%	56
2021 Q1	$305K	Buy	12,416 +52	+0.4%	+$1.2K	0.2%	70
2020 Q4	$234K	Buy	12,364 +66	+0.5%	+$1.14K	0.18%	78
2020 Q3	$184K	Buy	12,298 +86	+0.7%	+$1.53K	0.16%	90
2020 Q2	$231K	Buy	12,212 +64	+0.5%	+$1.19K	0.22%	80
2020 Q1	$177K	Buy	12,148 +7,554	+164%	+$179K	0.21%	90
2019 Q4	$142K	Buy	+4,594	New	+$136K	0.15%	104

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Powell Investment Advisors's XLE Position: Q2 2026 in Review

Powell Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.48% in Q2 2026, buying an estimated $6.23K and bringing the position to 23,050 shares worth $1.22M. The position accounts for 0.39% of the portfolio, ranked #36.

Powell Investment Advisors first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.41M in Q1 2026. 1,264 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Powell Investment Advisors held 23,050 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q2 2026.
Powell Investment Advisors bought 109 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.23K.
State Street Energy Select Sector SPDR ETF made up 0.39% of Powell Investment Advisors's portfolio in Q2 2026, its #36 holding.
Powell Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.41M in Q1 2026.
1,264 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.