Provenance Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Provenance Wealth 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	$10.6K	Hold	200	–	–	﹤0.01%	347
2026 Q1	$12.3K	Hold	200	–	–	﹤0.01%	302
2025 Q4	$8.94K	Sell	200 -126	-39%	-$5.61K	﹤0.01%	309
2025 Q3	$14.6K	Sell	326 -24	-7%	-$1.05K	﹤0.01%	315
2025 Q2	$14.8K	Sell	350 -50	-13%	-$2.08K	﹤0.01%	294
2025 Q1	$18.7K	Buy	+400	New	+$18K	﹤0.01%	281

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

Provenance Wealth Advisors's XLE Position: Q2 2026 in Review

Provenance Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 200 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Provenance Wealth Advisors first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.7K in Q1 2025. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Provenance Wealth Advisors held 200 shares of State Street Energy Select Sector SPDR ETF worth $10.6K as of Q2 2026.
Provenance Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #347 holding.
Provenance Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Provenance Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $18.7K in Q1 2025.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.