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

Raymond James 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	$320M	Buy	6,032,809 +145,344	+2%	+$8.31M	0.09%	197
2026 Q1	$361M	Buy	5,887,465 +3,393	+0.1%	+$182K	0.11%	156
2025 Q4	$263M	Buy	5,884,072 +225,042	+4%	+$10M	0.08%	218
2025 Q3	$253M	Sell	5,659,030 -190,902	-3%	-$8.36M	0.08%	224
2025 Q2	$248M	Sell	5,849,932 -399,698	-6%	-$16.6M	0.09%	216
2025 Q1	$292M	Sell	6,249,630 -461,442	-7%	-$20.8M	0.11%	164
2024 Q4	$287M	Buy	+6,711,072	New	+$305M	0.11%	176

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 22.9% 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

Raymond James Financial's XLE Position: Q2 2026 in Review

Raymond James Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q2 2026, buying an estimated $8.31M and bringing the position to 6,032,809 shares worth $320M. The position accounts for 0.09% of the portfolio, ranked #197.

Raymond James Financial first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $361M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Raymond James Financial held 6,032,809 shares of State Street Energy Select Sector SPDR ETF worth $320M as of Q2 2026.
Raymond James Financial bought 145,344 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.31M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Raymond James Financial's portfolio in Q2 2026, its #197 holding.
Raymond James Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street Energy Select Sector SPDR ETF position peaked at $361M in Q1 2026.
2,046 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.