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

RDA Financial Network’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	$518K	Buy	9,751 +4,510	+86%	+$258K	0.11%	155
2026 Q1	$321K	Sell	5,241 -162	-3%	-$8.69K	0.08%	208
2025 Q4	$242K	Buy	5,403 +405	+8%	+$18K	0.06%	236
2025 Q3	$223K	Buy	+4,998	New	+$219K	0.06%	243
2022 Q2	–	Sell	-5,796	Closed	-$222K	–	243
2022 Q1	$222K	Buy	+5,796	New	+$201K	0.09%	202
2020 Q1	–	Sell	-7,832	Closed	-$214K	–	253
2019 Q4	$214K	Buy	7,832 +26	+0.3%	+$771	0.09%	230
2019 Q3	$228K	Buy	7,806 +996	+15%	+$30.1K	0.1%	212
2019 Q2	$215K	Sell	6,810 -250	-4%	-$8K	0.1%	204
2019 Q1	$237K	Buy	+7,060	New	+$227K	0.11%	183

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

RDA Financial Network's XLE Position: Q2 2026 in Review

RDA Financial Network increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 86% in Q2 2026, buying an estimated $258K and bringing the position to 9,751 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #155.

RDA Financial Network first reported a position in XLE in Q1 2019 and has held it in 9 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

RDA Financial Network held 9,751 shares of State Street Energy Select Sector SPDR ETF worth $518K as of Q2 2026.
RDA Financial Network bought 4,510 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $258K.
State Street Energy Select Sector SPDR ETF made up 0.11% of RDA Financial Network's portfolio in Q2 2026, its #155 holding.
RDA Financial Network first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 9 quarters since.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.