QFP
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Quantum Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Quantum Financial Partners’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 		$218K Buy
+4,104
New +$235K 0.11% 141

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Partners's XLE Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,104 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings.

542 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Quantum Financial Partners held 4,104 shares of State Street Energy Select Sector SPDR ETF worth $218K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Quantum Financial Partners position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of Quantum Financial Partners's portfolio in Q2 2026, its #141 holding.
  • 542 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.