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

Prota Financial’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 		$283K Sell
5,368
-1,970
-27% -$113K 0.19% 59
2026
Q1 		$450K Sell
7,338
-129,503
-95% -$6.95M 0.33% 51
2025
Q4 		$6.12M Buy
+136,841
New +$6.09M 4.41% 10

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Prota Financial's XLE Position: Q2 2026 in Review

Prota Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2026, selling an estimated $113K and leaving 5,368 shares worth $283K. The position accounts for 0.19% of the portfolio, ranked #59.

Prota Financial first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.12M in Q4 2025. 633 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Prota Financial held 5,368 shares of State Street Energy Select Sector SPDR ETF worth $283K as of Q2 2026.
  • Prota Financial sold 1,970 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
  • State Street Energy Select Sector SPDR ETF made up 0.19% of Prota Financial's portfolio in Q2 2026, its #59 holding.
  • Prota Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's State Street Energy Select Sector SPDR ETF position peaked at $6.12M in Q4 2025.
  • 633 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.