Private Advisor Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Advisor Group’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
2021 Q3	–	Sell	-34,000,000	Closed	-$471K	–	2107
2021 Q2	$471K	Sell	34,000,000 -9,000,000	-21%	-$234M	﹤0.01%	1420
2021 Q1	$453K	Buy	+43,000,000	New	+$992M	﹤0.01%	1355

Other funds holding XLE

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Private Advisor Group's XLE Position: Q2 2026 in Review

Private Advisor Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 46% in Q2 2026, selling an estimated $26.8M and leaving 553,518 shares worth $29.4M. The position accounts for 0.13% of the portfolio, ranked #162.

Private Advisor Group first reported a position in XLE in Q4 2013 and has held it in 51 quarters since. The position peaked at $62.6M in Q1 2026. 950 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Private Advisor Group held 553,518 shares of State Street Energy Select Sector SPDR ETF worth $29.4M as of Q2 2026.
Private Advisor Group sold 468,272 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.8M.
State Street Energy Select Sector SPDR ETF made up 0.13% of Private Advisor Group's portfolio in Q2 2026, its #162 holding.
Private Advisor Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
Private Advisor Group's State Street Energy Select Sector SPDR ETF position peaked at $62.6M in Q1 2026.
950 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.